For Lifelong Financial Confidence and Success
Knowing that you have the right plan as the world changes will give you confidence, and ultimately lets you leave the legacy you envision.Our holistic approach to developing your financial strategy means on-going communication, providing you with professional guidance and resources to stay on the path to success.You get a lifelong relationship that is dedicated to helping you succeed because we understand the importance of having a coach.
We grow with you and adjust the strategy if necessary.
We help you stay informed and on the right path.
Our coaches work with you to build your financial confidence.
We keep you up to date with consistent and relevant information from trusted sources.
Connect with like-minded people and feel supported.
Find out more about the C&A professionals here to help you with experienced guidance
Wisdom Wednesdays are monthly seminars sharing expert information about responsible wealth.
The next topic for our Wisdom Wednesday Webinar Series will be on Social Security. Frank Congilose will host Guest Speaker, Tim O'Mara of Nationwide.On this webinar Tim will cover the basics of Social Security, making the right choice when it comes to your specific needs, and guidance on how to make informed decisions about your cash flow in retirement.
Consistent information from trusted sources providing economic insight is essential to making informed financial decisions.
Visit our events page to listen to our podcasts and webinars.
To subscribe to our podcasts or to listen to the latest episode, click the link below