What we do

comprehensive financial services

Our Comprehensive Financial Services

At C & A Wealth Management, we offer a wide range of comprehensive financial services tailored to meet your unique needs and help you achieve your financial goals. Our experienced team of professionals is committed to providing personalized guidance and expertise to guide you on your financial journey. Explore our services below.

Wealth Accumulation

  • Strategic investment solutions to build and grow your wealth.
  • Mutual funds, ETFs, individual stock/bond purchases, and more.
  • Variable annuities, traditional and Roth IRAs, and education funding strategies.
Wealth Accumulation Strategies
wealth preservation

Wealth Preservation

  • Solutions to protect and preserve your wealth for the future.
  • Retirement income strategies, structured annuities, and portfolio management.
  • Variable and fixed annuities, money market funds, and certificates of deposit (CDs).

Wealth Protection

  • Navigate the complexities of wealth protection.
  • Safeguard your wealth and ensure the financial well-being of you and your loved ones.
  • Make informed decisions that align with your specific needs and goals
wealth protection

Wealth Transference

  • Smooth transition of wealth for generations to come.
  • Estate, wealth, and account transitioning services.
  • Estate tax planning, charitable planning strategies, and tax-qualified strategies.

Wealth Strategies for Business

    • Tailored solutions to address your business’s financial needs.
    • Business continuation solutions, including overhead insurance and buy-sell arrangements.
    • Executive benefit planning, tax-qualified retirement plans, and key employee insurance.

Executive Benefit Planning

    • Customized benefits for executives to maximize their financial potential.
    • Deferred compensation, spilt dollar/bonus arrangements, and selective executive retirement plans.
    • Supplemental executive disability income and corporate-owned life insurance.

Tax-Qualified Retirement Plans

      • Retirement savings options to secure your financial future.
      • 401(k), profit sharing, money purchase, age-weighted, defined benefit, and simplified employee pensions (SEPs).
      • SIMPLE IRA and other tax-qualified strategies.

C & A Wealth Management

Our team at C & A Wealth Management is dedicated to providing exceptional service, personalized solutions, and expert guidance to help you navigate the complexities of wealth management. Contact us today to learn more about how our services can assist you in achieving your financial aspirations.