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Wealth Management

It's not one-size-fits-all. 

Wealth Management

Wealth management should never be a one-size-fits-all approach. Your needs are specific to your current situation, risk tolerance and objectives for the future. The recommendations we provide are personalized and prudent based on the big-picture view we have of your finances.


Emerald Circle

A unique level of services to meet your needs.

Emerald Circle

For information about Emerald Circle membership, schedule an appointment with a CCFS financial consultant.


Income Planning

Turning savings and investments into income. 


Calculating how much income you will need in retirement, and then developing a plan to meet that need, is a key step in the retirement planning process. Investors should consider factors such as debt, fixed expenses and rising health care costs, as well as the effects of inflation on their savings.


Estate Planning

Leaving a legacy to family, charity or more.


Estate planning isn’t just about leaving money. It involves decisions that affect you and your loved ones while you are living. Have you created a will or an estate plan for your legacy? Planning today can minimize taxes, expenses, and legal delays when you’re gone.

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