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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Redefining Retirement Planning
Millennials are redefining retirement planning.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The uncertainties we face in retirement can erode our sense of confidence.
The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Purchasing homeowners insurance is critical for protecting your home.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The major challenge “millenipreneurs" face is cash flow issues. Here are tips that can help position themselves for success.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Making the most of surprises is a great reason to work with us.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here’s a quick guide to checking to see if you have unclaimed money.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When do you need a will? The answer is easy: Right Now.
Pundits say a lot of things about the markets. Let's see if you can keep up.