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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 Twelve Steps to Living Confidently: Goals

The Twelve Steps to Living Confidently: Goals

A step-by-step plan to become more financially and emotionally confident can make this year awesome.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

 

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

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.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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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.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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An Inside Look at Retirement Living

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

Retirement Plan Distributions

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

5 Smart Investing Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Emerging Market Opportunities

What are your options for investing in emerging markets?

When the Unexpected Becomes Reality

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

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