HOME ABOUT CCR SERVICES CCR INSIGHTS ACCOUNT LOGIN CONTACT Financial Planning Your life changes. Your financial plan should change with you. We understand that financial planning is not a single event — it’s a process. As your household prioritizes, organizes and evaluates your finances, we discuss your plan with you on an ongoing basis, and align it with your evolving goals. CCR Wealth’s Financial Planning Services Our financial services are tailored to specifically support your family’s goals: A strong financial plan is the foundation for your family's future. A Systematic Approach We take a disciplined and organized approach to establishing a solid financial plan. We: ♦ Evaluate your current net worth, including assets and aspirations ♦ Identify strengths and weaknesses of your current plan ♦ Establish an appropriate asset allocation based on your risk tolerance and time horizon ♦ Review estate and tax considerations ♦ Develop a savings plan ♦ Gain a clear perspective of your targets for financial security A Shared Planning + Investing Philosophy We believe financial planning is an invaluable component of your overall investment plan. Your financial plan is both a guide to asset allocation and investment risk tolerance, and an important measure of your financial strength. We monitor progress toward your financial goals with periodic projections and tax optimization, estate and gifting considerations, and savings schedules. We base our investment risk/reward decisions on the honest premise that while we can make educated decisions, there is no certainty about what markets will do. We continually refine and update your plan relying on the two pillars of portfolio development: financial planning and investment management. To get where you are today, you had a plan. To get where you want to go tomorrow, you need a new one. See below for the latest CCR Insights on Financial Planning Five Estate Considerations for the LGBTQ+ Community By CCR WM Secure Act Whitepaper By CCR WM How Charitable Giving Can Lower Your 2019 Tax Bill By Mark Palmerino 1 2 3 4 5 6 7 8 9 10 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