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.
Helpful Content
Tips to Create a More Effective and Efficient Virtual Team
March 2020 brought with it a tidal wave of unforeseen changes — to both our workforce and economy. Ready or not, a huge number of businesses had to pivot quickly to a 100% work-from-home model to keep their employees safe and their operations moving.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
5 Ways for Caretakers to Make Your Well-Being a Priority
Studies show that now more than ever, today’s women are disproportionately responsible for caring for children, doing laundry, cooking and cleaning, despite many having full-time careers. What’s more, when compared to their male counterparts, women are also more likely to report having difficulty finding the time to manage their physical, mental and emotional health.
Term to Perm Life Insurance Conversion Tips
There are many types of life insurance policies that can help protect you and your family. Term life insurance can be an attractive choice for millennials who are...
Grief and Finances: Communication to Financial Preparedness
The unpredictability of life can sometimes leave us feeling overwhelmed with grief. For some, that may be a monetary change brought about by the loss of a job or significant financial setback. While others may...
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
What is Life Insurance? Part 1
What is Life Insurance? Part 1
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”