Many of our clients are everyday working professionals (executives, doctors, directors). They have been in their respective field for years, with the occasional company switch thrown in there. With each new company, they receive brand new benefits and retirement plans. It can get overwhelming going through all of that. Add to that figuring out where to roll over previous employer plans, the process is something most people dread doing.
Jillian has been a client of ours for many years and has had her share fair of career changes. Each time, she dealt with a slew of stock option and benefits, which are not always easy to understand. That is where we came in. We have been able to help her understand the different benefits as well as figure out the best options for the previous employer plans. That is not all though.
One of Jillian’s goals is to have enough funds for her children when they go off to college. She came to us asking the best ways to save for them and after some back and forth discussions, we were able to set up a plan to set aside to save funds for her children to use for college. She linked over outside 529s to the LIFE Vision portal so we could help put together an education plan. We have been able to help her achieve financial goals and help relieve the stress of understanding various employer plans, benefits, and stock options.
All names have been changed to protect client identities.
CCWMG has served our clients since our inception in 2003. Our team and subject matter partners have over 100 years of combined financial services experience.
We help you integrate your existing team if you have one, or help you build a team using our core structure and third party independent specialists. That usually includes a Certified Financial PlannerTM (CFP®), investment manager, insurance specialist, CPA, lawyer, and more. These professionals all work together to develop and implement the strategy to best accomplish your goals and objectives.
We coordinate all aspects of your financial situation from college to retirement planning, income tax, cash flow concerns, investment planning and analysis, risk management, and estate planning.
We strive to earn your trust in everything we do. We do this by being completely honest, doing what we promise we will do, and only making recommendations that are in your best interest.
We use an industry leading "retainer-based" approach for our planning clients. This approach does not require assets to be with us. You can also engage us for asset management services; in this engagement, we receive fee-based compensation. Our motivation is to keep you happy through superior client service, innovative financial and investment strategies, and value-added solutions.
Our clients own many kinds of assets: some own private businesses, real estate or, private equity. We help our clients make decisions on these assets.
Utilize our online LIFE Vision portal and continue to invest in technology to help serve your needs. You receive access to our LIFE Vision portal, allowing you to view all of your accounts in one place as well as an online vault to store all of your financial documents.
We do not maintain custody of client assets. We adhere to a strict client confidentiality agreement and do not share any personal client information with unauthorized third parties.
Wouldn’t you like to know if you are on the right financial path? Schedule your Second Opinion Service meeting, and speak with an experienced advisor. The only cost is your time – the results could be invaluable. Great things start with a conversation.
There are several differences between standard fee-based advisors and retainer-based clients, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!Download Whitepaper