Consulting Services

father and son

More Than Just Investment Advice

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.

Rob Nixon, Financial Consultant for CCAM, has 35 years’ experience consulting to organizations, companies and individuals regarding asset allocation and style analysis, investment policy and guidelines, investment manager searches, due diligence, performance monitoring, managing fiduciary responsibility and employee education and communication.

Additionally, CCAM provides advice on non-securities matters. Generally, this is in connection with the rendering of estate planning, insurance, and/or annuity advice. This may include the recommendation of so called no-load life insurance products to clients for whom these may be appropriate investments. Financial plan recommendations are not limited to any specific product or service offered by a broker dealer or insurance company.

OUR CLIENTS HAVE USED OUR CONSULTING SERVICES FOR:

New Home Purchase

College Planning

Restricted Stock Options

Caring for Aging Parents

Charitable Giving Strategies

Life Insurance Needs Analysis