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About Us

The C1 Difference

Our team is qualified to work with business owners, individuals at the beginning of their careers, and those approaching retirement. We understand that individual situations call for individualized plans. Our promise is that you the Client will come first during every stage of our working relationship.

Our Process

Our Process

When you choose to work with C1 Wealth Management, you have a team working to support and guide you through the process from the first steps throughout our working relationship. Our process starts with a C 1 Checkup C1 Check-Up The C1 check-up is a full financial review that looks at everything from insurance to investments. We analyze your current situation and provide a blueprint for accomplishing your financial goals. C1 Check-Up or a product-specific quote that is initiated either through a secure email link or a phone call. 

As we get to know you and gather details about both your current situation and your desired goals, we will get to work for you.  After our analysis we will provide you with options to move you in the right direction. Our guidance and your proactive nature help make a financial professional team able to assist you in getting where you want to go.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. 

Client Centered

As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances increasing your wealth while protecting what you have through targeted risk management.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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