Free Financial Hotline for DMAR Members
DMAR is excited to offer a financial hotline through CC Coaching & Consulting.
Helping DMAR Members Make Informed Financial Decisions
DMAR is proud to offer our members an important new benefit, a financial hotline hosted by CC Coaching & Consulting. Whether you're seeking advice for business or personal decisions, these experts are a phone call away. Realtors® know a thing or two about the importance of consulting an expert when it comes to important financial matters, so make sure you check out this amazing new tool in your DMAR toolkit:
Hotline Phone Number: 303-535-3004
Hours of Operation: Monday - Thursday, 8 AM - 3 PM
or
Feel free to schedule time with an advisor:
Examples of Questions You Can Ask
- Are there gaps in my insurance coverage that could put my finances at risk?
- What impact would a major life event (e.g., buying a home, having a child) have on my long-term financial plan?
- How can I make sure my estate plan reflects my current wishes and financial situation?
- What are the potential risks to my financial plan, and how can I prepare for them?
- What strategies can I use to reduce debt while still saving for the future?
- How can I better align my financial goals with my current income and expenses?
- Am I making the most of my employee benefits and retirement plan options?
- How will inflation and market volatility affect my retirement savings over time?
- What steps can I take now to improve my financial security in retirement?
- Do I need to adjust my savings or investment strategy based on changing economic conditions?
- Is my business structured in the most tax-efficient way?
- How can I smooth out cash flow during slow months and still save consistently?
- Am I taking full advantage of tax deductions available to self-employed professionals?
- What retirement plan options make the most sense for a business owner like me — SEP IRA, Solo 401(k), or defined benefit plan?
- Should I separate my business and personal finances more clearly — and how do I do that?
- How can I build retirement savings when my income varies year to year?
- What strategies can help me reinvest in my business while still planning for long-term financial goals?
- If I plan to sell my business or real estate portfolio one day, how can I maximize its value and minimize taxes?
- What’s the best way to protect my income if I get sick or injured and can’t work?
- Am I prepared for the tax implications of receiving commission-based income or capital gains from property sales?
- How can I ensure my business can run (or be sold) smoothly if something happens to me?
- Do I have the right retirement strategy in place if I don’t have access to a traditional employer plan?
Personal Financial Coaching System
As personal financial coaches, CC Coaching & Consulting takes a comprehensive approach to managing one's finances. They take into account all aspects of an individual's financial life, including their current financial situation, goals and future aspirations. This involves evaluating and integrating all financial elements, such as investments, insurance, retirement planning, taxes, estate planning and cash flow management, into a cohesive and strategic plan.
Corporate Retirement Plan Solution
As consultants and advisors specializing in company-sponsored retirement plans such as 401k and Defined Benefit, CC Coaching & Consulting are dedicated to helping clients maximize the value of their employer's retirements plans. Their professional guidance can help clients:
- Manage fiduciary exposure
- Lower plan expenses
- Develop a personalized employee investment education and communication program resulting in improved retirement outcomes
About CC Coaching and Financial
CC Coaching & Consulting obtains solid insights about companies, the market and the economy from a variety of sources. CC Coaching & Consulting is a research-driven firm that has been assisting investors for more than 40 years. Their financial advisors have the freedom to offer products from a variety of sources, including common and preferred stocks, bonds and stock funds, municipal bonds, insurance and annuities, to name a few. You will not be limited to a single-fund family or insurance company.