CCR Business Services

Business Services

Business and Personal Financial Coordination

Approach

As experts in small business, we are familiar with the challenges and opportunities you face as a business owner, both professionally and personally. We work with you to understand your full financial picture, including your corporate finances and your personal assets, to develop a course of action for every stage of your business and personal life. We also coordinate with your other strategic business partners to help ensure your finances are streamlined to help you meet your goals.

Corporate Financial Services

  • Corporate retirement plans
  • Group health and life insurance
  • Business cash management strategies
  • Business succession planning
We work with your outside professionals to coordinate:
  • Purchase or sale of a business
  • Business transition
  • Tax planning
  • Legal
  • Estate coordination

Personal Financial Services

  • Financial planning
  • Life insurance coordination
  • Investment management
  • Education planning
  • Retirement projections
  • Asset review and analysis

Business and Personal Financial Coordination