quick access to accounts and services

Register to Access your Account

FINRA BrokerCheck
Check the background of this firm on FINRA BrokerCheck

Financial Planning Overview


At CCFSI, financial planning is the dynamic process of understanding, organizing and controlling your financial landscape in order to achieve your financial goals and desires.

CCFSI offers state-of-the-art analysis on multiple financial issues that you, your family or your business routinely encounter. Through sound analysis and a careful review of your unique circumstances, our financial advisors can develop a plan suited to your goals and needs.

Our team of financial service experts assess your situation and present it in an easily understandable format that shows you how to control your financial future. Addressing risk daily and choosing which risks to avoid helps maintain a margin of performance that focuses on capital preservation and growth. At the end of the day, it’s all about providing solutions that help build a sound portfolio.

To learn more call 816-751-9334 or 866-878-2006 or email us.