Working With CCC
With us you will have a personal financial plan. We will help you examine your present financial situation. We will visit you, talk to you, and work with you on a one on one basis. Your personal financial plan will be tailored to your unique goals and needs. These are some of the areas where we may be of help to you: Estate Analysis, Financial Consulting, Employee Benefits, Retirement Plans, Investments, Life, Health, Disability, Long Term Care, and Wealth Transfer Insurance.
Our Fees
As an independent agency, we have no commitment with a particular company, but instead, our commitment is with you the consumer. That is why we offer two different types of fees:
- Comission Based - This is the most suitable for investors that have smaller portfolios or where less active management is required.
- Fee Only - Better for those with large portfolios in need of frequent trades.
