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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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Competitive Advantages That Benefit You

Our open architecture approach allows for independence and objectivity. The strength of our planning process ensures the highest likelihood of success, meaning a financially secure lifestyle for our clients.

Tenured Employees with over 25 Years of Experience

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

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Proprietary Planning Tool: The Living Balance Sheet®

The Living Balance Sheet® is an interactive web-based tool guided by a powerful philosophy to financial decision making.

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Institutionalized Risk Management Process

Investing is math, not magic. 

We'll calculate your risks and indentify solutions to treat them.

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Our Clients

The desire for security is universal. Whether your are a business looking to retain 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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There is no guess work in our process. We follow a specific order of operations to give our clients the highest likelihood of success.

  • 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.

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