Practical Tips: How to Avoid These 4 Estate Planning Missteps
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...
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How We Are Different
Financial Advisory Services
Our financial advisors have the freedom to offer products from a variety of sources, including common and preferred stocks, bonds and stock funds, municipal bonds, insurance, and annuities, to name a few. You will not be limited to a single-fund family or insurance company, because neither are we.
Wealth Management
CC Coaching and Consulting obtains solid insights about companies, the market, and the economy from a variety of sources. CC Coaching and Consulting is a research-driven firm that has been assisting investors for more than 40 years.
Retirement Planning
Tell us about your situation, goals, and expectations so that we can make recommendations tailored to you. As the economic conditions, technological breakthroughs, and other factors warrant, we will suggest modifications and new opportunities over time, always explaining our reasoning in detail.
Our Services
Corporate: Small & Medium Businesses
- Corporate 401(k)
- Tax Planning
- ERISA (Employee Retirement Income Security Act)
- Retirement Planning
- 403B
- 457
- Colorado Secure Savings Program
- Group Annuities
Individual ICP: Individuals or Families
- Investment Management
- Tax Planning
- Retirement Planning
- Annuities
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Are you content with how your investments are allocated?
If not, consider a financial advisor who strives to provide value.
Blogs
A Guide to Pensions & Retirement Benefits
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most...
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding...
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