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Who We Serve

The team at CC Coaching and Consulting, Inc. is comprised of skilled and experienced financial advisors who professionally design and implement qualified retirement plans that help small business owners get the most value out of their business. 

Company retirement plans have many complex elements and business owners need knowledge in plan design and management.  Our team of professionals provide personal service and navigate the complex investment and regulatory landscape so that the small business owner can focus on their business.  

We also work jointly with trusted consultants and other professional partners to ensure that a business’ qualified retirement plan needs are fully integrated with their business objectives.  This allows the small business owner the ability to maximize their investment value and reduce tax liability.

Small Business Owners– We provide professional guidance with selecting the appropriate qualified retirement plan for small business owners with a focus on reducing tax liability, improve employee retention and minimize plan fees.

401k Plan Sponsors– We are a dedicated financial advising resource who partners one-on-one with the plan sponsor to ensure that the plan is operationally sound at all times.

CPA’s– We foster a collaborative partnership with CPA’s to bring the best integrated solutions to our collective clients. Our attention to detail and commitment to fiduciary responsibility is unmatched in the market.


Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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