HOME ABOUT CCR SERVICES CCR INSIGHTS ACCOUNT LOGIN CONTACT Business & Personal Financial Coordination Let us help you enjoy the financial rewards of your hard work. We understand what it took to turn an idea into a successful business — to combine tenacity and talent, and to invest so much of yourself. As small business experts, we know the professional and personal challenges and opportunities you face as a business owner. Your goals are our guide in providing objective advice, results-oriented strategies and a disciplined road-map to help you achieve financial strength and security for the long term. Our Process: 360 Degrees The CCR Wealth process views your financial life from every angle — and our tools make it easy for you to organize and coordinate the moving parts of your financial picture. We start with a comprehensive assessment to understand your full financial situation, including your corporate finances and personal assets. We then combine our experience and expertise with your goals to develop a course of action for every aspect of your business and personal financial life. We also coordinate with your strategic business partners to streamline your finances. Your Financial Picture: Our Tools Provide a Comprehensive Snapshot When you work with CCR Wealth, you’ll get access to a comprehensive personal website created just for you, which will simplify organization, clarify your financial situation and keep you up to date in real time. From a digital vault that safely stores all of your important documents and allows you to access them anywhere at any time, to the ability to instantly collaborate with experts at CCR Wealth, to easy to read pages detailing your investments, spending, budget and market position, your personal CCR Wealth website coordinates and makes accessible every aspect of your financial life. Personal Financial Services ♦ Financial planning ♦ Life insurance coordination ♦ Investment management ♦ Education planning ♦ Retirement projections ♦ Asset review and analysis ♦ Business and Personal Financial Coordination Corporate Financial Services ♦ Corporate retirement plans ♦ Group health and life insurance ♦ Business cash management strategies ♦ Business succession planning Coordination With Outside Professionals ♦ Purchase or sale of a business ♦ Business transition ♦ Tax planning ♦ Legal ♦ Estate coordination See below for the latest CCR Insights on Business & Personal Coordination Three Retirement Focus Points By CCR WM How to Help Small Business Owners Prep For a Sale By Mark Palmerino Why Pension Plans Can Make Sense for Dental Practices By Mark Palmerino 1 2 3 4 5 6 7 8 Home About CCR Services CCR Insights Account Login Contact Securities and Advisory Services offered through Cetera Advisors LLC, broker dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. ADV Part 2A Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies. Main Branch: 1800 West Park Drive, Westborough, MA 01581 FINRA / SIPC / Online Privacy Policy / Important Disclosures Check out our background FINRA's BrokerCheck This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. Cetera Form CRS. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. © 2021 CCR Wealth Management