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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

First Things First

First Things First

These four essential steps can help to increase your financial confidence for the year ahead.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

 

Aware of Employment Rights for Workers with Disabilities?

Approximately 20% of U.S. adults have a disability, according to the CDC.

Raising Healthy Children

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

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

How Income Taxes Work

A quick look at how federal income taxes work.

What Generation Z Employees Really Want

Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...

Business Boosters: Tips for Building a Team

Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Principles of Preserving Wealth

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

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Rule of 72

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.

Emerging Market Opportunities

What are your options for investing in emerging markets?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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