Financial Services Center

Our Mission is to provide the highest

We take a comprehensive approach to financial services with a keen eye on growing financial assets while at the same time making sure that preservation of those assets is considered top priority.

• Mutual Funds
• Variable And Fixed Annuities
• Money Market Accounts
• Certificate of Deposit (CD's)
• Pension Plans
• Business Qualified Retirement Plans
• 403 (B) Retirement Accounts
• Rollovers (ex. Job Change)
• 401K Rollovers
• Roth and Traditional IRA
• Life Insurance

Pre-Planning

Pre-Planning makes perfect sense and allows you to oversee every detail, and provides your family peace of mind during a period of emotional distress and a certainty over arrangements.

We have found that Five Wishes^® is an easy to use Legal Document that lets you plan how you want to be cared for in case you are seriously ill.

This easy to use booklet provides your wishes for the following situations:

• The person I want to make care decisions for me when I can’t.
• The kind of medical treatment I want or don’t want.
• How comfortable I want to be.
• How I want people to treat me.
• What I want my loved ones to know.

Contact Us if you are interested in receiving your FREE copy.

Neither CCI Underwriters or their representatives offer tax or legal advise. Please consult your attorney or accountant before finalizing or implementing any tax or legal strategy.