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Our protection first philosophy coupled with a financial wellness system helps guide our clients to a financially secure workforce and executives to a “work optional” retirement. See how you would benefit from working with a CBA financial professional.

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Our Approach: Identify Risk, Implement Solutions and Monitor Progress

Protection

Every prudent financial plan starts with protection first. Planning for successful outcomes in the future begins by controlling risk today.

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Accumulation

This is the "growth phase" of the financial planning process and will be the longest phase, as it typically occcures from mid-thirties through pre-retirement. 

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Distribution

The efficient distribution of assets is key to a successful retirement. Market risk, taxes, withdrawal risk all need to be considered and managed.

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Our Services

What if your next paycheck was your last paycheck? Let us transfer that risk away from your balance sheet through our tailored services.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Clients

The desire for security is universal. Whether your are a business looking oretain top tier management and recruit the next generation of executives, an individual looking to protect their family’s lifestyle from disruption, or a retiree concerned about outliving their income. At CBA Pension, we work with our clients to achieve their goals.

Entrepreneurs & Business Owners

Entrepreneurs & Business Owners

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

Strategies for every phase of retirement

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HNW Individuals

HNW Individuals

Advanced planning strategies that serving the unique needs of HNW individuals

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Why Work With Us?

We don’t ballpark our recommendations. We use an process open architecture approach, open mind when it comes to solutions.

  • Founded in 2002
  • $35,000,000.00+ assets under management
  • 1,500 + families helped
  • $230,000,000.00+ protection written as of 2023
  • Our business comes through referral, there are no strangers in our client base


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Our Team

We specialize in employer-sponsored qualified retirement plan design and implementation along with executive benefit solutions to recruit, reward and retain key partners.

We Treat Our Clients Like Family

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships We strive to help our clients with every aspect of their financial future. Here are just a few that we've helped on their way to financial freedom.encourage open and honest communication have been the cornerstone of my foundation of success.

Knowledge Leads to Financial Freedom

What Is My Current Cash Flow?

What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Inflation & Retirement

Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Comparing Mortgage Terms

Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Talk To A Financial Expert

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