Helping Your Business Growth Through Innovation and Practical Application 

Bussiness Planning:

CCM’s objective is to make your business a smooth-operating-machine.  CCM can help you create, implement and review a range of products to optimize your businesses potential.  We work  with outside experts; including CPA’s, attorneys, insurance brokers, marketing consultants and I.T. consultants to bring together the products and services best suited to your needs. Read More…

Employee Benefits:

We are able to review an existing company retirement plan or implement a new one.  CCM is not affiliated with any particular carrier and has the ability to investigate the full gamut of benefits packages available to help you determine what the best fit is for you and your business.  Our objective is to help your business grow organically and cost-effectively.

We offer the following Business Solutions:

Business Retirement Account Management (IRA’s, 401K’s, Pensions)

Group Insurance Plans (Life & Health)

Business Financial Planning (Specific Purchase & Continuation Planning)

Short-Term Cash Management (Short Term Paper & Currency Hedging)

Strategic Planning (All-Inclusive Business Consulting)

 

Contact us for more information or a free consultation.

Contact Us

Veteran Owned BusinessMailing:
P.O. Box 1649
Solvang CA 93464

Physical:
485 Alisal Road Suite 202
Solvang CA 93463

805.686.9108 tel
877.369.7357 fax
info@courtneycmc.com
Download our vCard