Dee Cattrett

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Our Financial consultant, Dee Catrett, has a Series 7 and Series 63 registrations held through LPL Financial, and life insurance license.  To assist you with planning your financial strategy, CCB Financial Services, Inc. has aligned with LPL Financial, Member FINRA/SIPC.  Through this alignment, you have access to a full range of financial options, including investment needs analysis, mutual funds, bonds, stocks, annuities, life insurance and more.

 

 

 

 

 

Investment Choice and Flexibility

With access to leading independent research, we can help you make informed, objective decisions, while choosing from a broad array of financial products.

We provide objective financial guidance

Because LPL Financial has no proprietary products to sell, we have access to a broader range of financial products, services and strategies, and the freedom to offer you objective financial guidance and investment recommendations.

We pledge to offer trusted guidance

As a client of CCB Financial Services, Inc., you become an extended member of our family. Through ongoing collaboration and honest, open communication, we provide the foundation for building a lasting relationship with you and your loved ones.

We are dedicated to helping you pursue and advance your financial and life goals

We are committed to helping preserve and manage your assets, as we help you prepare for retirement and unexpected events, while developing a legacy that can benefit your loved ones and future generations. As your financial partner, we listen and respond to your needs, using clear, simple language. We offer personal service, innovative strategies, and pledge to lead you with great care along the path toward managing your goals. 

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.

 

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.

 

For more information about LPL Financial, visit www.lpl.com.

 

*as reported in Financial Planning magazine 2013, based on total revenues.

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. CCB Community Bank and CCB Financial Services, Inc. are not registered broker/dealers and are not affiliated with LPL Financial.

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

 

 

 

 

 

LPL Financial News and Media (link below)

http://lplfinancial.lpl.com/news_and_media_center.htm 

2013 Mid-Year Outlook Video - LPL Financial Research

To Help plan for what lies ahead, we bring you our Mid-Year Outlook 2013: Investor's Trail Map to the Markets, views and insights from LPL Financial on what to expect for the second half of 2013.

 

 

FINRA

http://www.finra.org/ 

SIPC

http://www.sipc.org/ 

401(k)/IRA Rollover

This video illustrates the benefits of rolling over a 401(k) or similar employer sponsored retirement savings plan and highlights the value of objective, unbiased advice.

Retirement Income Planning

Watch to see how retirement income planning coupled with a proactive approach to asset management can help retired individuals better preserve and protect the wealth they have built.

 

Your Goals Come First

This video includes an interview with Burt White, discusses the four key reasons why LPL Financial advisors are leaders in the industry and the reasons why you should partner with an advisor affiliated with LPL Financial.

 

Health Care in Retirement

Despite the fact that health care will be one of the greatest expenses for Americans in retirement, most people have not adequately planned for this expense.

 

Sandwich Generation

An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers. This video discusses steps you can take now to feel more in control of your life and future.

 

Financial Planning

This video highlights how a well-prepared and comprehensive financial plan can help you gain control of your financial future.

 

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. CCB Community Bank and CCB Financial Services, Inc. are not registered broker/dealers and are not affiliated with LPL Financial.

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

 

 

 

Business Retirement Plans:  Caring For Your Employees

CCB Financial Services, INC. works with small businesses to build the right retirement plan for your employees.  We will leverage the benefits you are providing your employees by offering investments and employee education in an efficient and consistent manner.

We can help you navigate the intricacies of IRA rules, including topics such as:
  • IRA contribution limits, eligibility and tax deductibility

  • The differences between a traditional and Roth IRA

  • The advantages and disadvantages of converting an IRA to Roth IRA

  • How to most effectively rollover your group retirement plan into an IRA

  • Determine the most advantageous retirement plan for your business-Simple, SEP, 401K Plans

Stock and Bonds

If you enjoy choosing your own stocks, we can trade stocks listed on all the major U.S. exchanges (NYSE, AMEX, NASDAQ), and unlisted over the counter (OTC) securities.  If you prefer income-producing bonds, we have access to a wide array of individual corporate bonds, U.S. Treasury Bonds, U.S. agency backed bonds and municipal bonds.

Mutual Funds

Please contact us for further information on the many types of mutual funds.

Education Savings

With so many options for higher education savings, we can help you choose the appropriate option for you; whether it is a 529 plan, a Coverdell Education Savings Account, or even using the cash value in a whole life insurance plan. 

Annuities

Annuities may provide tax deferral.  Some annuities offer lifetime income benefits.  Please contact us for more information on the various types and benefits of annuities available to you: 

  • Fixed annuities
  • Indexed annuities
  • Variable annuities

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL. 

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.  CCB Community Bank and CCB Financial Services, Inc. are not registered broker/dealers and are not affiliated with LPL Financial.  

  

 

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.  CCB Community Bank and CCB Financial Services, Inc. are not registered broker/dealers and are not affiliated with LPL Financial.



Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

 

 

 

 

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Life Insurance

Life Insurance is really the ultimate gift you give your family. It is an effective and efficient way to help those you care about maintain their quality of life, repay debt and fund education in the event of an untimely death. Some types of insurance policies can also help you build cash value for future goals, such as retirement or college education.

Long Term Care Insurance

This type of insurance generally covers home care, assisted living, adult daycare, respite care, hospice care, and nursing home care. It can even pay for a visiting or live-in caregiver, therapist or private nurse up to seven days a week, 24 hours a day depending on the policy benefits.

Disability Income Insurance

Being able to replace your income if you become injured or disabled is an often overlooked, but essential, insurance protection to have. Many times the disability insurance offered by your employer may not be enough to completely replace your income.

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. CCB Community Bank and CCB Financial Services, Inc. are not registered broker/dealers and are not affiliated with LPL Financial.

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

Please note that all financial calculators require a Java enabled browser.
For best results use the most recent version of your Internet browser. Windows
users may need to install Java - which can be downloaded for free from java.com.

Savings & Retirement Calculators

College Savings

Use this calculator to help develop or fine tune your education savings plan.

Savings Calculator

Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Retirement Planner

Quickly determine if you retirement plan is on track - and learn how to keep it there.

Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. CCB Community Bank and CCB Financial Services, Inc. are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

Together we can help you work toward your financial goals.



It's easy to arrange a confidential financial review by contacting:


Dee Catrett

Phone:  (334) 427-3983

Email:  dee.catrett@lpl.com or contact one of our bank locations about setting up an appointment.


CCB Financial Services Inc
225 East Three Notch Street
PO Box 396
Andalusia, Alabama 36420

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.  CCB Community Bank and CCB Financial Services, Inc. are not registered broker/dealers and are not affiliated with LPL Financial. 

 

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit