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.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Making smarter decisions about debt can help you reduce stress.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Take these five steps to protect your financial well-being before making any other changes.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?