Your Mission is Our Mission: Precision Planning for Financial Growth
At The C & R Group, LLC, we help individuals, families, and business owners achieve long-term financial clarity through precision, purpose, and strategy. Founded by Dr. Jose G. Cardenas, a retired U.S. Army Finance Officer with over two decades of leadership, our veteran-owned firm is built on integrity, education, and results.
We specialize in tax advisory services, retirement and estate planning, business protection, and financial education, helping our clients reduce tax liability, grow generational wealth, and confidently plan for the future.
Whether you’re seeking advanced tax planning, business benefit strategies, insurance-backed protection, or foundational financial coaching—we stand ready to serve as your financial command center.
📌 Veteran-led. Tax-focused. Results-driven.
Your mission is unique. We help you fund it, protect it, and pass it on.
Secure Your Financial Future
Thank you for your interest in The C & R Group! We are excited to learn more about your financial goals and how we can help you achieve them. Please fill out the form below and we will be in touch with you shortly to schedule a consultation.
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