Our Commitment To You
For Lifelong Financial Confidence and Success
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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.
How we help
Meet your team
Find out more about the C&A professionals here to help you with experienced guidance
Upcoming Coaching Experiences
Wisdom Wednesdays are monthly seminars sharing expert information about responsible wealth.

Social Security Wednesday, September 20 at 6pm ET
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.
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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