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
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Financial Fixes: How to Survive Job Loss
In the first few years after college, graduates tend to expect job turbulence.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Financial Hacks for Millennials: Values-Based Investing
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Financial Fixes: The Most Expensive Cheap Vacation
Many travel-loving millennials run up high credit card debt. Here are some ways to avoid travel credit trap.
How Growing a Business is Like Raising a Child
Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
Financial Fixes: How to Get Out of the Minimum Payment Vorte
Did you know that U.S. households carry nearly $7000, in revolving credit card debt from month to month?
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.