Our Specialized Approach
Independent, Unbiased Advice and Guidance
CBI believes that having the ability to provide independent & unbiased advice is the first and foremost ingredient to helping to ensure the success of both our clients and our firm.
Since expenses have an impact on the performance of our clients’ portfolios, we do extensive research to provide what we believe to be the best management, manager and advice at the lowest reasonable expense. CBI believes that our compensation structure allows us to provide objective strategies that benefit our clients, not our firm.
Customized Strategies for Your Unique Needs
CBI believes in proactively evaluating a client’s investment timeframes and then determining the proper course of action based upon all relevant factors. We do not believe in timing the market.
Our 5 Step Planning Process
The independent advisors at CBI bring a specialized approach to using strategies to help you grow and preseve a lifetime of assets. Our approach ensures your needs and goals drive every decision and remain at the forefront of our planning process.
- Collect and review your financial and lifestyle information
- Analyze your current situation as well as your future goals
- Recommend and explain suitable strategies that fit your lifestyle and financial situation
- Implement your financial plan
- Review your financial and investment decisions on a regular basis to make sure you are on track to meet your expectations
Ask us about the three phases of your financial life and how you should prepare during each phase.