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CBM Financial Services, LLC

Helping you make the most of your assets.

CBM Financial Services, a subsidiary of CBM, was created to assist high net worth clients manage their personal assets, investment and insurance needs.

We complement CBM’s core services by providing big-picture advice and strategies based on your specific circumstances, expectations and risk tolerance.

To implement specific investment and insurance programs, we have affiliated with several financial planners, investment advisors and insurance brokers.

Our Services

Business Financial Services. Let CBM help you reach your personal and professional goals by guiding your business, retirement, executive benefits and succession decisions. We can also assist with buy-sell agreement planning and funding, and profit sharing programs.

Business Valuation. Our credentialed valuation analysts are highly trained and experienced. Our industry knowledge means that we know the nuances that affect value.

Family Financial Services. We understand the challenges you face when planning for your family’s future. We offer investment and retirement planning services,  higher education and trust planning for children, as well as insurance trust planning. We can also assist with wills and living trusts.

Gift & Estate Planning. Many techniques are available to preserve wealth for future generations. We can structure and execute a plan that addresses your long-term goals.

Life & Health Insurance Services. We carefully review your current life and health insurance policies and make appropriate recommendations based on your needs. Did you know that life insurance death benefits are not subject to federal income tax and, if set up properly, can be estate tax free?

1031 Tax-Deferred Exchanges. For property owners, tax-deferred exchange transactions offer the potential for significant tax savings. Our alliance partners understand the intricacies of 1031 transactions and can guide you through the process.

With CBM Financial Services, you’re getting the best possible advice from people you know.

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