Remember when life was simple? Imagine a single platform where your financial matters can be managed 24 hours a day, 7 days a week: your assets and liabilities, insurance details, private documents, financial and estate plan, and progress on retirement and cash flow goals. CCWMG helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors, and your family.
With LIFE Vision, your updated financial status is automatically integrated into your comprehensive financial and estate plan, continuously providing you and us with meaningful, up-to-date analysis. It is one of the tools that allows us to see potential hazards or identify new opportunities for your roadmap, allowing you to be an ongoing and integral part of the planning process.
Part of the business owner plan includes your goals for understanding your business succession options, retirement benefits, and plan offerings.
Part of the high net worth retiree plan includes helping you understand social security as well as various health insurance options and benefits.
Part of the entrepreneur plan includes your goals for understanding your business strategy, retirement benefit, and strategic philanthropy.
Part of the working professionals plan includes helping you understand your work benefits as well as various health insurance options.
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