Achieve a Work Optional Lifestyle on Your Terms
Financial advisors specializing in the protection, accumulation, and distribution of income.
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.
Every prudent financial plan starts with protection first. Planning for successful outcomes in the future begins by controlling risk today.
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.
The efficient distribution of assets is key to a successful retirement. Market risk, taxes, withdrawal risk all need to be considered and managed.
What if your next paycheck was your last paycheck? Let us transfer that risk away from your balance sheet through our tailored services.
Your most important financial milestone
Portfolio construction and management
Wealth-building strategies for professionals
Strategies for every phase of life
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.
Portfolio and risk management
Wealth-building education and strategies
Strategies for every phase of retirement
Advanced planning strategies that serving the unique needs of HNW individuals
We don’t ballpark our recommendations. We use an process open architecture approach, open mind when it comes to solutions.
We specialize in employer-sponsored qualified retirement plan design and implementation along with executive benefit solutions to recruit, reward and retain key partners.
Van A. Ewing II
"I appreciate working with a financial firm that is so invested in the community. It means a lot to me and my business."
- Jimmie Mitchell, Proud Dad
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.