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Ah, the retirement life. You spent many years working and can finally enjoy retirement. During your working years, you’ve invested most, maybe even all, of your funds in different investment vehicles. The very last thing you want to do is worry about whether or not you have enough savings for the retirement life.
One of our largest clients, let’s call him Harry, came to us with a significant amount of his wealth in real estate. He was interested in low-cost platforms for some stock market exposure, but did not know where to look. He was also an accredited investor who needed accredited options to compliment his assets in the stock market. With all of that, he was an ideal fit for our retainer-based planning.
However, through his customized plan we became a second set of eyes on all of his outside real estate and were able to utilize low-cost platforms outside of us in order for him to receive more stock market exposure. We didn’t help with only that. Thanks to LIFE Vision, he was able to connect all of his outside accounts for our viewing. By doing this, we were able to save him thousands of dollars by reviewing those connections and giving him asset allocation advice.
In a similar situation as Harry? Well, we can help! We want you to be able to enjoy retirement without any worries. That is why we work with you to create a customized plan. The plan will consist of items that will alleviate any concerns you may have, such as insurance, investment allocation, overall retirement planning, and wealth and estate discussions.
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 to 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!