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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
Gaining a better understanding of municipal bonds makes more sense than ever.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Try these activities to keep your brain sharp.
A quick look at how federal income taxes work.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.