C&C Financial Advisory

C&C Financial Advisory specializes in helping busy professionals in their 30's and 40's fortify their financial life through our modular goals-based approach. We bring clarity to wide ranging areas, from education funding, debt management, tax reduction strategies to planning for retirement and protecting your loved ones.

Our long term, research-driven approach to investing is designed for the prudent professional who seeks to build wealth without losing sleep. Whether you are looking for answers to your immediate questions, or prefer comprehensive financial planning, you will receive well-researched, plain-speak advice you can trust. 

We are a fee-only firm with no asset requirement. Our fees are based only on the planning you need and the complexity of your situation, not on the size of your assets. We help you manage your money while keeping you in control - we do not seek access to your investments.