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. CC Coaching & Consulting obtains solid insights about companies, the market and the economy from a variety of sources. CC Coaching and 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.
Hotline Phone Number: 303-535-3004
Hour of Operation: Monday - Thursday, 8 AM - 3 PM
or
Feel free to schedule time with an advisor:
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