Maroon BellsCorporate Benefit Design, LLC/CBD Financial, was founded in 1981 and over the past 30 years we have worked closely with many successful business owners, helping them in both their personal financial needs as well as business planning needs.

Business Planning:

Over the years there have been many legislative and regulatory changes affecting various tax efficient planning strategies that can greatly impact a business and its owner. Helping our clients understand the options available consistent within their need and goals and then implementing and monitoring the selected plans are how we at Corporate Benefit Design LLC add significant value.

As tax rates rise the need to reduce taxable income and increase retirement savings through qualified (government sponsored) or non-qualified planning strategies becomes even more important. There are a number of tax efficient planning strategies we can help you employ once we get to know more about your business and what will work best for your situation. We can help supplement these plans with customized health care plans as well as other benefits including life, disability and long term care planning options.

We can help you from the time of your new business startup, through designing and providing benefits for the business, to the eventual sale or transition of the company as well as assisting you in your personal planning along the way.

Personal Planning:

A successful business owner quite often has a significant amount of their time and net worth tied to their business to the point where their personal financial plans and retirement goals have taken a back seat in priority. Our job is to work with you to help you grow your business while implementing your plan that includes establishing financial goals and takes into account funding of these goals to and through retirement.

Most people do not plan to fail but instead fail to plan. The common theme among people who have done this is that they wished they had started putting aside money sooner. Albert Einstein was famously quoted as saying "Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it." In financial planning terms it means putting aside money as early and long as possible to help you meet your goals.

We work with you to build your plan, implement it and constantly monitor and amend the plan as needed as your life needs change. Our "Serve First" philosophy involves building personal long term relationships with our clients based on competency and trust and a commitment to always put your needs first.

Your partner of choice:

At Corporate Benefit Design/CBDFinancial we are inimitably qualified to assist in helping you at every level of financial planning need. We have over 100 years of collective experience working in the business market in both benefits and personal financial planning. Please let us know how we can be of help to you in reaching your goals.

                                                                           Bradley W. Rothhammer

                   

 

Brad