Who can benefit?

CCP Personal Financial Management LLC aids:

Senior citizens feeling overwhelmed by household paperwork and finances.
Busy professionals with little time for their own financial “housekeeping”.
People with complex medical needs and difficulty keeping "current".
Adult family members who need assistance with their own parents’ affairs.
Active retirees who simply prefer to have someone else keep their financials current.
Individuals with household staff.
Small businesses with payroll.

☛ What Clients Say About Us

How do I start?

CCP Personal Financial Management LLC will work with you in the privacy of your own home or office. No substantial preparation work is required. You determine the level of service you need. We will adapt to meet your needs.

CCP Financial respects your privacy and maintains your information in a confidential manner. Services are always confidential and secure. We have the experience and expertise you need and will tailor that experience to assist you with your needs. We adhere to the standards of practice and the code of ethics of the American Association of Daily Money Managers (AADMM).

☛ More About Us

We'll help you...

Stay Current on Bill Paying - avoid late fees, credit rating problems, losing track of expenses, or even double paying.
Avoid Scams and Protect Identity - email protection, shredding, secure data back-up and proper mail solicitation handling.
Medical Claims - assistance with claims, telephone calls, appeals, paperwork including Medicaid applications.
Investment Records - consolidated statements, cash flow analysis, review.
Important Documents - retention and maintenance and safety; periodic review.

☛ Detailed Services