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Creative Capital Management Investments - CCMI

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United States
San Diego, CA
Creative Capital Management Investments - CCMI

Creative Capital Management Investments LLC (CCMI) is a fee-only advisory firm based in San Diego

06/01/2026

Unexpected costs, such as medical care or home repairs, are never convenient or well-timed. An emergency fund can help make a stressful event more manageable, so you can focus more clearly and act more intentionally.

Visit our blog for key considerations when building an emergency fund that can support your life:

https://myccmi.com/2026/05/establishing-an-emergency-fund-how-much-is-enough-at-each-stage-of-life

05/29/2026

Stay updated with the latest happenings from CCMI. Learn what we've been up to this month at the office and home.

https://myccmi.com/2026/05/out-about-may-2026

05/27/2026

As a business owner, are you paying yourself too much or too little — or just taking what’s left over?

View our guide to learn how to take the guesswork out of compensation to build a plan that’s tax-efficient, compliant, and aligned with your goals:

https://myccmi.com/2026/05/how-should-i-be-paying-myself-a-guide-to-compensation-for-business-owners

05/11/2026

Will your retirement plan hold up to modern-day risks, such as rising costs, market volatility, and longer life expectancies?

Visit our blog for a 10-step process to make your plan more sustainable.

https://myccmi.com/2026/04/how-to-build-a-retirement-plan-10-steps-to-save-invest-and-retire-with-confidence

05/04/2026

With the higher cost of living, rising inflation, and longer life expectancies, preparing for and transitioning into retirement can feel more complex than it did years ago.

Visit our blog to learn how we build resilient retirement plans:

https://myccmi.com/2026/04/how-to-build-a-retirement-plan-10-steps-to-save-invest-and-retire-with-confidence

04/30/2026

Stay updated with the latest happenings from CCMI. Learn what we've been up to this month at the office and home.

https://myccmi.com/2026/04/out-about-april-2026

04/09/2026

Already maxed out your 401(k) contributions?

You may not be done yet. Some plans allow after-tax contributions beyond your employee limit.

Learn more about a mega backdoor Roth, and how you may be able to move more savings into tax-free growth:

https://myccmi.com/2026/03/rtx-employees-is-a-mega-backdoor-roth-right-for-you

04/08/2026

A coordinated strategy that balances taxable, tax-deferred, and tax-free assets can help retirees manage their taxable income, be more flexible during down markets, and extend their portfolio’s longevity.

Learn more:

https://docs.google.com/document/d/1MZlXD4LBoy2JRPuXaxvymPaGKRQFQyqI-ACT6iE2NiA/edit?tab=t.0

04/03/2026

Retirement income planning requires strategic coordination of your resources to maintain flexibility, manage taxes, and reduce the risk of outliving your money.

Explore the three primary retirement savings buckets and the role they play in supporting your retirement income:

https://docs.google.com/document/d/1MZlXD4LBoy2JRPuXaxvymPaGKRQFQyqI-ACT6iE2NiA/edit?tab=t.0

04/01/2026

As your income grows, so do some of your limitations when saving for the future. Learn how a mega backdoor Roth can benefit high earners, including RTX employees, and the key considerations to take before acting:

https://myccmi.com/2026/03/rtx-employees-is-a-mega-backdoor-roth-right-for-you

Address

San Diego, CA

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+16192983993

Website

http://www.myccmi.com/

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