We came up with the idea of "Fitnance" because we believe a well-balanced life includes being fit physically, but also financially. From business owners to those who advocate health and fitness, we understand creating wealth and designing a financial legacy is much more about the journey than the destination. Very much like the journey to better health and wellness.
From risk management, to wealth preservation, to wealth distribution takes careful planning and an understanding of our clients' values. It takes commitment and accountability.
Our Fitnance Division is dedicated to helping our clients balance their financial life. Helping them focus on giving and savings goals, understanding their budget, and protecting their families and businesses.
We have found accountability; goal setting and education are important pieces of any carrying out a successful plan.... financial or fitness. We believe the tenacious attitude of fitness professionals and business owners deserves the same tenacity from us when addressing your financial needs. Through planning and aligning wealth with values, we will help our clients reach and exceed their goals and we develop a relationship that lasts.
Executive Director- Tiffany Taylor
viewpointsObservations and Updates from CCA
2018 is off to a very volatile start in the stock market. The S&P 500 hit an all-time high of 2,872 on January 26 of this year and today ... read more
It has been an interesting year so far, to say the least. We are only a few weeks into 2018 and the markets are experiencing remarkable volatilit... read more
New Tax Law Summary
We hope you have all had a very Merry Christmas and are looking forward to a wonderful new year. As you have probably heard by now, on December 2... read more
The third quarter of 2017 is in the books and there are only 10 more Fridays until Christmas! This year seems to have flown by. We wanted to tak... read more