Broker Check

Helping Business Owners
with Colorado SecureSavings Mandate Plan

40+ years of experience in Financial Planning and Wealth Management Services, with focus on Investment Management, Retirement Planning, Estate Planning, and Tax Planning.


Schedule a COMPLIMENTARY Consultation

Call Now

How are we different?

Elegantly Integrated Eco-System

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

Our Services

  • Corporate 401(k)
  • Tax Planning
  • ERISA (Employee Retirement Income Security Act)
  • Retirement Planning
  • 403B
  • 457
  • Colorado Secure Savings Program
  • Group 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.

How do I know if my business qualifies?

All businesses with employees in Colorado are required to register for the program.

Schedule a Complimentary Consultation
Colorado Securesavings plan

Colorado Securesavings plan

Helping Executives, Professionals and Entrepreneurs

Colorado SecureSavings is a new retirement savings programme administered by the Office of the State Treasurer's Colorado SecureSavings Board. More than 40% of Colorado's private-sector employment, or roughly 940,000 people, do not have access to a workplace retirement savings plan. Colorado SecureSavings was founded to address this pressing need.

Businesses may help their workers save for retirement in a handy Roth Individual Retirement Account (IRA) that is transferable even if they move or leave their employment with Colorado SecureSavings. This new initiative makes it simple for Colorado workers to save for the future.

Colorado Secure Savings Program vs Retirement Plan with CCC&C

Our business is built on a foundation of thoughtful client relationships.

Maximum Annual Contribution (2023) $6,500 or $7,500 if over 50 $66,000 or $73,500 if over 50 $15,500 or $19,000 it over 50 $66,000 or $73,500 if over 50
Tax-Deferred Contributions Post-Tax Only Pre-Tax & Post-Tax Options Pre-Tax Only Pre-Tax Only
Employer Contributions Not Allowed Optional Required 100% Match up to 3% or 2% non-elective Required Same as owner
Investment Options Limited Wide-Range Wide-Range Wide-Range
Cost & Administration Low Cost, Easy to Start, Difficult to Maintain Low Cost, Easy to Start, Easy to Maintain Low Cost, Easy to Start, Easy to Maintain
Low Cost, Easy to Start, Easy to Maintain
**including company match and profit sharing, otherwise $225k or $30k if over age 50
**25% of income or $66k or $73.5k if over 50, whichever is less

We love to hear you<br/>

We love to hear you

(303) 984- 9000


5595 South Sycamore Street, Littleton, CO 80120


Contact us

Request your appointment now!

Thank you!