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One of our oldest clients Damien owns several fast-food restaurants and is always going back and forth to make sure all run smoothly. He always ask about new investments and products that could help. One day he called and said he had $500,000 to invest and wanted to know if we had any new products to place the funds. Our recommendation shocked him. Rather than invest in a new product, we threw out the idea of using the funds to update the floor plan of his restaurants, such as putting in a flat screen for guests. Most other wealth management firms would take the $500,000 and immediately invest it in their own product. Here though, we wanted the client to invest in himself and his business.
A huge benefit of being retainer-based planning is we are not required to recommend investment products when clients come to us with funds. We can recommend ideas such as investing the money to expand or renovate your business. We help you keep tracking of your planning goals, which may include putting money aside to renovate your business or even figuring out if you can start a 401k plan for your employees. There is more to business planning than putting your assets into investments. We have implemented “buy sell” agreements as well as create a plan to keep key employees. We are able to help Damien keep track of all of his various assets, even ones under his business, thanks to him taking advantage of LIFE Vision and linking all of his accounts for us to see.
Be like Damien. Do not have all assets in different investment products. Work with an advisor who will not want to simply recommend you invest your money, but will tell you to take some and put it towards elevating your business.
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
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!