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Whether you are looking for personal financial assistance or are a key decision maker for a corporation, we can empower you with the knowledge, strategies, and tools necessary to manage risk and make informed investment decisions.

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Risk without a process is reckless and an invitation to failure.

Risk without a process is reckless and an invitation to failure.

Business owners live with risk every day: from competitors, regulators, and employees just to name a few. Threats to cash flow are consistent and should be addressed in a way that ensures the long-term success of a business or firm.

We at CBA Pension use clearly defined processes to identify and manage risk related to cash flow and employee benefit programs; separating successful firms from failure. Any firm that provides similar services should also follow this rule.

An Account Executive Team is assigned to serve your company every step of the way. By coupling knowledge and experience with high touch personal service, CBA Pension provides unique and valuable guidance to its clients.

How We Work

Risk Management Process

  1. Determining your immediate priorities
  2. Analyze and audit the existing benefit plans
  3. Competitive market review
  4. Presentation of alternate plan options
  5. Program implementation
  6. Ongoing client service

Plan Design

  • Dental and Vision
  • Executive Benefit Carve Out
  • 401k
  • Voluntary Payroll Deduction Plans
  • Life Insurance
  • Disability Income
  • Long-Term Care Insurance
  • Critical Illness

Why Choose CBA Pension?

Expertise in Risk Management

Our team of seasoned financial professionals possesses a deep understanding of risk management. We specialize in identifying potential threats to your financial well-being and devising comprehensive strategies to mitigate them.

Tailored Solutions

We recognize that every individual and business has unique financial circumstances and risk tolerances. That's why we work closely with you to create personalized risk management plans that align with your specific goals.

Comprehensive Approach

We take a holistic approach to risk management. Beyond investment portfolio analysis, we assess your entire financial landscape, including insurance, estate planning, and more, to ensure all aspects are secure.

Proactive Monitoring

Our commitment to your financial success goes beyond initial risk assessments. We continuously monitor your investments and adjust our strategies as market conditions change to optimize performance and minimize risk.

Compliance Assurance

Rest easy knowing that our services adhere to all regulatory standards. We are dedicated to transparency and will help you navigate the intricacies of financial compliance, ensuring you stay on the right side of the law.

Take Control of Your Financial Future

In today's ever-changing financial environment, having a trusted advisor for risk management is crucial. Let CBA Pension be that and help you protect your investments, secure your assets, and achieve your financial goals.

Contact us today to learn more about our risk management services and how we can tailor our experience to your unique financial journey. Your financial future deserves the security and confidence that comes with professional risk management services.

Schedule Now!