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Helping Clients Make Informed Decisions

Personal Financial Coaching System

Goal Based Financial Planning with Excellent Customer Experience

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Corporate Retirement Plan Solution

Small Business Company Retirement Plans 

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Who We Serve

Individuals and Families

Individuals and Families

We create strategies that are tailored to your needs and goals.

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Small Businesses

Small Businesses

Years of experience have prepared us to guide you through your life transitions.

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Advisors

Advisors

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Tour of Our Services

See how we kick star the process

PERSONAL FINANCIAL COACHING SYSTEM

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CORPORATE RETIREMENT PLAN SOLUTION

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We're here for you!

Our commitment is to education, leading with advice, and helping clients make informed decisions.

Contact Us
Craig Ciarlelli

Craig S. Ciarlelli ChFC, CLU, AIFA

President

craigc@cccandc.com

Kyle Ciarlelli

Kyle Ciarlelli, CPFA

Financial Advisor

kylec@cccandc.com

Catherine Adkins

Catherine Adkins

Director of Operations

catherineadkins@cccandc.com

Christy Mayes

Director of Client Services

christym@cccandc.com

"We put our clients’ interests first and are honest about what they can expect. Our job is to watch for your financial blind spots and always have your back."

- Dominik Dodny

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- Samuil Sadovsky

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- Núria Moura

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- Gabriel Pires

Helpful content

Curated articles, videos, and more for a financially savvier you.

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.
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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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