Your Trusted Financial Partner

Welcome to The C & R Group, LLC, where we specialize in providing expert financial services and coaching to protect your financial future. Our veteran-owned business understands the unique challenges and needs of military and civilian families, individuals, small business owners, and we are committed to helping you secure your financial future. From tax-free retirement planning through bookkeeping and CFO services, we can help you thrive. 

Our story began with a passion for helping others achieve financial security. As a former U.S. Army Finance Officer, our founder witnessed firsthand the need for financial education and assistance among service members. This experience inspired us to create The C & R Group, LLC, a "one-stop shop" for financial services that caters to the needs of the military community and everyone else seeking financial independence. Our team is dedicated to providing you with personalized financial solutions that meet your unique needs and goals.

We offer a wide range of financial services, including bookkeeping and accounting, term - whole - universal life insurance, tax-free retirement planning, long term care insuarnce, annuities, medicare & health supplemental insurance, crititcal illness - disability - income replacement protection insurance, debt reduction & elimination programs, limited CFO services, tax reduction & elimination strategies, employee plans, local public notary. Our goal is to help you achieve your financial goals and secure your financial future. Contact us today at (866) 977-4666 to learn more about how we can help you protect your financial future.