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Advisors

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Trust. Knowledge. Partnership.

What to Look For In a Trusted Advisor

Communication:

When you introduce a client to a trusted advisor, you give them access to your client relationship.  Look for a partner that will honor this relationship, with timely and comprehensive communication to you and your client. 

 

Knowledge:

Company retirement plans have many complex elements and business owners need assistance with plan design and plan management.  They also need a partner they can count on to collaborate with their team of trusted advisors.

 

Collaboration:

A jack-of-all-trades is a master of none.  A trusted advisor will understand how to integrate their knowledge with the experience of other specialists.  They do not claim to do it all.  Look for a trusted advisor who takes a collaborative approach to deliver comprehensive solutions to business owners. 

We take a proactive approach to communication with lead advisors, plan sponsors and plan participants.

Complex Regulations and Compliance Requires Top Tier Knowledge


Creating and managing a strategic tax and compliance strategy takes years of industry knowledge and an up-to-date understanding of the latest codes and regulations.


Count on CC Coaching and Consulting for the highest level of experience in fiduciary compliance, plan design, administration, and investment monitoring.  Our attention to detail and commitment to managing fiduciary responsibility is unmatched in the market.

We Are Your Partner, Not a Vendor


We are known for taking the best interest of your clients and our partners to the next level.  We demonstrate this every day through collaboration, communication, and the most comprehensive, high-touch approach to business retirement planning.

 

Whether your client is new to the idea of a qualified retirement plan, or tired of an under-performing service provider, your referral to CC Coaching and Consulting is the first step in a successful business partnership.

CC Coaching and Consulting designs and implements qualified retirement plans that help business owners get the most value out of their business.

CC Coaching and Consulting: A trusted partner to CPAs, TPAs, and business advisors.

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