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| OUR GUARANTEE:
CCI Financial
Consultants guarantees that the financial plan prepared for you will meet your approval or
we will redo the plan until you accept it or you will receive a full refund. You
have my word on it! No other financial planning firm, not Charles Schwab, not
Merrill Lynch nor anyone else will make you this promise. Ask them.
Kraig W. Cummings, President Company Profile CCI Financial Consultants was established in 1983 for the purpose of offering small investors an alternative to the impersonal treatment they receive from the large brokerage and mutual fund companies. Our commitment to providing you with the absolute best in personal service is shown in the time and detail we devote to you in making your personal financial plan a reality for you. Our commitment doesn't stop there. We continuously work with you in implementing your plan so that the financial goals you have set can have the best possible chance for success. As of September 31, 1999 our model portfolio had an annualized return on investment (ROI) of 195.2%. 2000 was a disastrous year for the stock market. The NASDAQ lost 32.74%. CCI's portfolio only lost 16.2%. We were able to beat the NASDAQ by 102% becasuse we advised our clients, via e-mail, to take a defensive position in April 2000 when it became obvious to us that the market was in serious trouble. Unlike other financial organizations, our one time fee covers all planning costs. Our Philosophy The firm's planning philosophy is based on the following quote from the "Daily Word" Christian Publication: "planning for tomorrow is wise, but planning on tomorrow is presumptuous". God is good. Our Credentials Mr. Kraig W. Cummings is the president of CCI Financial Consultants. Mr. Cummings received his BS in Business from the University of Virginia in 1965 and his MBA in Finance from American University in 1970. He was a financial planner for a major hospital chain for 20 years and retired at age 47. He was able to retire so early because of the money he made selecting the right investments. After he retired, he put three children through college. He enjoys financial planning and now wants to help you achieve financial success too! Privacy Policy CCI Financial Consultants prides itself on it's policy of not divulging to any person or organization ANY information provided by their clients unless ordered to do so by an appropriate legal court order. This means that even aggregate data without identifying information will not be disclosed to anyone or any organization without due process. We take our client's information and privacy very seriously. If you would like to inquire in more detail about our privacy policy please feel free to e-mail us at privacy@cciinternet.com or call us at (800) 704-4061. TESTIMONIALS: "I gave CCI my entire 401k account with the absolute trust that they would advise me properly on where to most profitably invest my money. I was not disappointed. I wasn't passed from one representative to another each time I had a question. I have my very own account professional who knows my individual situation, my plan, my goals and the manner in which I have chosen (with CCI's advice) to pursue my financial independence. One honest, caring professional is worth more to me than a group of unknown faces on a calling que." R.G., Charlotte, NC "The financial plan prepared and implemented by your company.. (CCI Financial Consultants).. helped put our three children through college. Thank you for your kind, considerate and professional help over these many years." J.C., Atlanta, GA |
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