The C & R Group, LLC

(866) 977-4666

Why We Stand Out!

“At our bookkeeping firm, we provide more than just financial record-keeping for businesses. We offer a comprehensive suite of services, including payroll management, tax preparation, financial reporting, and strategic consulting, tailored specifically to help small businesses thrive. Our team’s attention to detail, combined with a deep understanding of tax laws and financial strategies, allows us to uncover growth opportunities, minimize tax liabilities, and ensure compliance. What sets us apart is our commitment to delivering personalized, hands-on service that addresses the unique needs of every client, helping your business not only survive but excel in today’s competitive market.
In addition to our business services, we extend our expertise to individuals and families looking for tailored financial guidance. Whether you're seeking personal financial planning, tax preparation, retirement strategies, or estate management, we offer solutions that help protect your assets and secure your financial future. We take a holistic approach, focusing on long-term growth and stability, ensuring that your financial health is optimized at every stage of life. By choosing us, you gain a partner who is dedicated to your success—whether for your business or your family’s financial well-being.”

Our Services

Financial Management Services
  • Bookkeeping & Accounting
  • Financial Coaching & Debt Elimination Programs
  • Tax Filing Services (Small Business, Families, Individuals)
  • Tax Planning & Tax Reduction Services
  • Finanacial Planning & Education Services
  • Limited CFO Services
Financial Protection & Estate Planning Services
  • Term, Whole, Universal & Indexed Universal Life Insurance
  • Annuities
  • Key Leader Protection
  • Buy-Sell Agreement Protection
  • Long Term Care
  • Living Benefits with our policies
  • Employee & Employer Packeges
Supplemental Insurance Products
  • Medicare Supplemental Insurance Coverage
  • Accident & Sickness Insurance
  • Critical Care Protection
  • Cancer Protection
  • Supplemental Life Insurance
  • Employer Solutions & Employee Packages

About Us

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 ...

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Elevate Your Financial Future

We pride ourselves on being a veteran-owned business that understands the unique challenges and needs of military and civilian families. Our mission is to help our clients secure their financial future through tailored products and financial literacy. We differentiate ourselves by offering a comprehensive range ...

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Investing Against the Devil; Building Riches and Wealth in the Military

At The C & R Group, we believe that expanding your financial literacy is crucial to achieving your financial goals. That's why we offer a selection of engaging reading materials that you can take with you on the go or enjoy at home or the office. Our book covers a wide range of topics, from personal finance and investing to entrepreneurship and business management. Whether you're a seasoned investor or just starting out, our reading materials can help you deepen your understanding of finance and gain valuable insights into the financial world. So sit back, relax, and enjoy a "frosty" beverage while you expand your financial knowledge with our literature.

Contact

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