You need an advisor who can understand your business and think strategically with you.
We look at personal finances similar to what an executive leader does a business that needs separate attention and care. We aim to help you maximize your personal and your business interests and ease your burden of managing both.
Here are some questions we get asked
I have read about different strategies and account types, what do I need?
What does it look like for me down the road when I decide to sell or close up shop?
My taxes always seem high, what else can I do to avoid paying too much?
What should I do to ensure my business and personal assets are protected?
I need to know if I am saving enough. How do I know if I am accomplishing this?
I have a lot of ideas and goals, can you help me create a strategy?
Benefits of having CCI as your advisor
Maximize the value of your investments in line with your risk preferences relative to your business stake
Identify optimal wealth transfer strategies for your family
Coordination with your trusted advisors (legal, accounting, estate)
More time and energy to focus on the business
A relationship with someone who understands enterprise
Additional insight and perspective on your personal habits
A plan that defines the goals needed to accomplish your dream