A complete list of active advisors currently associated with Cbs Funding, Inc.

Warmer can help you find a great advisor at Cbs Funding, Inc. or one who fits your needs even better.

CBS Funding, Inc. provides personalized investment management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers both discretionary and non-discretionary portfolio management, hourly and project-based financial planning, and a range of ERISA plan services including model portfolio allocations and participant-directed plan support. The firm’s investment work is guided by client-specific investment policy statements, fundamental analysis, and model portfolio allocations that are monitored and rebalanced on a periodic basis; planning work can include Monte Carlo simulations and Social Security claiming analysis. For qualified plans CBS can act as a limited-scope ERISA 3(21) advisor or, with respect to its model portfolios, as an ERISA 3(38) investment manager, and it provides participant education, mapping, and QDIA recommendations when requested. CBS Funding is notable for its close affiliation with Creative Benefit Strategies, Inc., a pension consulting and actuarial practice whose principals devote the majority of their time to plan design and administration—an uncommon relationship among supported advisory firms. The firm’s leadership includes credentialed actuaries and consultants, and the brochure discloses affiliated insurance and retirement-administration activities and the firm’s procedures to manage those potential conflicts.

To learn more about the advisors currently working at Cbs Funding, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.