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Coaching and Advising Coaching and Advising Coaching and Advising Coaching and Advising

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.

Coerced to Coached The Living Balance Sheet The Institute of Responsible Wealth

Helpful Content

Business Boosters: Holding on to Talent

Business Boosters: Holding on to Talent

No matter what business you’re in, once you start hiring employees, you get into the people business.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

 

Take the Stage: Planning for All Types of Families

What is a family? In the 1950s, the notion of the nuclear family predominated: Mom, dad and their biological children. Today, things are different. The term “family” embraces everything from...

Infographic: Playing the Odds With Your Future?

Plan for the things you can protect against, like a loss of income due to illness or injury.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Whole Life Insurance Can Be an Asset For Balance

Learn how you can create a balance between growth and stability with whole life insurance.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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