Services

View our list of proven services and solutions.

Wealth Management & Financial Planning

Learn why staying on track can reap big benefits towards reaching your goals.

We are focused on your specific needs and long-term goals.  Through highly personalized conversations, you will help us to understand your values, goals and dreams. Our mission is to then help and guide you in closing the gap between where you are today and where you’d like to be in the future.

Where are you on the path toward achieving your financial goals?  Do you want to know?  Most people do want to know, but it can be daunting to look at.  We have found that the best way to diminish the uncertainty ahead is to illuminate the path.

401(k) Planning Services

Carson Choice Retirement Solutions, Inc. offers a full service solution to your company’s retirement needs. As an independent Investment Advisory Firm, CCRS is able to package the “best of the best”. This includes:

  • Contractually accepting 3(38) fiduciary responsibility, further protecting a plan sponsor’s personal liability
  • Low-cost, globally diversified investment models.
  • Institutional mutual funds and exchange traded funds.
  • Independent, sophisticated, state-of-the-art retirement plan recordkeepers, utilizing industry-leading open architecture platforms and experienced Third Party Administrators.
  • Personalized One on One Enrollment with each Employee.
  • Participant education services.
  • Total Price Transparency.

Please note: Companies are welcome to stay with their current Third Party Administrator (TPA) should they choose.

Life Insurance and Annuities

Life insurance, annuities and long-term care insurance are sometimes used as a way to help clients get their financial and estate planning issues in order. Guidance in these areas is an integral part of the financial planning process designed to help clients achieve their financial goals.

Employee Benefits

Employee Benefits Section Coming Soon

Solutions we offer:

  • Comprehensive Wealth Management
  • Portfolio Management
  • Financial & Retirement Planning
  • Tax-Optimized Distribution Planning
  • Insurance Services
  • Employee Benefits consulting
  • Social Security Planning
  • Education Funding
  • Business Owner Services
  • Charitable Giving

Clients we serve:

  • Individuals & High-Net-Worth Investors
  • Business Owners
  • Defined Contribution plans – 401(k) & 403(b)
  • Pension Plans
  • Endowments
  • Foundations