Managing Partner, Frank Congilose and Managing Director, Katelyn Congilose share how to establish financial goals, the C&A mission, how to save more without living less and discuss why you should choose C&A Financial Group.
What drives us to do what we do?
What makes C&A Financial Group different from other financial organizations?
How can you save money without giving up a lifestyle?
What is the mission of C&A Financial Group?
What determines your wealth?
Who is our ideal client?
We recognize that at some point in time everyone we know will stop working. Frank explains the importance in planning for your last check.
How can you avoid running our of money in retirement?
What does "Save More Without Living Less" mean?
A way to look at volatile markets. What would your future self say to your current self in the scheme of things?
After a client works with us, what is the end result?