Coaching and Advising - it's a lifelong commitment that sets us apart from other financial advisors today.
A C&A advisor is your financial coach. Like the best coaches in sports or life, they'll help you to set goals, show you how to reach them and gain confidence through life's transitions - career or business growth, marriage, parenthood, your child's education and your retirement. They won't create solutions that only solve today's challenges: they'll guide you on a path to reach tomorrow's ideals for you and your family. C&A Financial Group is here for the long-term to help you Enjoy Life, Build Wealth and Leave a Legacy™.
Build More Wealth
We'll help build a long-term strategy that adjusts with you as you move through life to help you achieve your goals.
Maximize Lifetime Cash Flow
We'll show you how to save more without living less™ by identifying inefficiencies in costs and expenses.
Long Term Support
To help you navigate all of life's twists and turns we will be in touch with helpful information and valuable resources.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Keep Your Credit Score on the Upswing
Your FICO score matters more than you may realize.
The ABCs of Financial Literacy
What’s your plan and is it in alignment with this?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Imagine a retirement without having to worry about money? Well, it’s possible.
Help others achieve life-long financial balance with just a desire to be something different.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Have you explored all of your choices when it comes to managing your taxable income?
$1 million in a diversified portfolio could help finance part of your retirement.
There are things you can do to keep yourself safe when you lose your wallet.
Are you ready for retirement? Here are five words you should consider.