Taxes

• Tax Planning
• Charitable Giving
• Estate Taxes
• Tax Services
• Income Tax
  Income tax and spending analysis and planning for past, current and future years. We will illustrate the impact of various investments on your current income tax and future tax liability.

Investment

• Investment Management
  Investment management and advisory services are provided by Capital Consulting & Asset Management, Inc. (“CCAM”) a registered investment advisor with the Securities Exchange Commission (“SEC”). SEC Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. For additional information on CCAM, please see our
• Mutual Funds
  In order to do this, we take every segment of the market into consideration. Using actively managed mutual funds, we’re able to get exposure to large, medium and small companies, both in the U.S. and abroad.
• Bonds
• Wealth Management
  Through in-depth, long-term relationships, CCAM seeks to truly understand the unique circumstances and goals of each individual client. By learning about your current financial situation and understanding the lifestyle you wish to achieve or maintain, CCAM develops sound, individualized wealth management strategies.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Rob was a student of the College for Financial Planning out of Denver and graduated in 1983. Shortly thereafter Rob received his Certified Financial Planner (CFP®) designation which he maintains to this day. Rob has more than 35 years of experience managing client assets and helping clients reach their financial goals. In addition, Rob holds an insurance agent license, which is required in order to evaluate insurance policies and strategize for clients.
• Retirement Planning
  Clients can also receive investment advice on specific area(s) of concern such as education planning, estate planning, retirement planning, or any other specific topic.
• Annuities
  We do more than take your order when it comes to annuities, offering hands-on help in product selection and concept packaging from leading carriers.
• Long Term Care
  From life insurance to disability and long term care policies, there is no such thing as a one-size-fits-all plan. Every person has different needs, and it’s important that you have an insurance strategy that fits you and your family’s lifestyle.
• Asset Management
  Simply put, asset allocation means spreading your money out over various segments of the market so that you’re not exposed to all of the risks in any particular segment.
• College Funding
  CCAM provides specific consultation and administrative services regarding investment and financial concerns of the client. Clients can also receive investment advice on specific area(s) of concern such as education planning, estate planning, retirement planning, or any other specific topic.