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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

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

The Basics of Investing

What’s the connection between cars and financial management?

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Insuring Your Second Home

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

Couples and Money

Did you know money is a leading cause for break-ups and divorce among couples?

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A Look at Systematic Withdrawals

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Saving for College 101

Here’s a crash course on saving for college.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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