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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Infographic: 2019 Taxes by the Numbers
Here are the official tax numbers for 2019.
The 12 Steps to Living Confidently: Define Your Life Goals
It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Plan for the things you can protect against, like a loss of income due to illness or injury.
The uncertainties we face in retirement can erode our sense of confidence.
Donation is on people’s minds around tax season.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a quick guide to checking to see if you have unclaimed money.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Disability happens to more people, more often than you may think, and it lasts longer, too.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
What does your home really cost?