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Retirement Insight

Capital Benefit Consultants (CBC) sole purpose is to serve those that serve and it is our passion to help your employees empower themselves in preparing for retirement. Retirement is a life changing event that leaves employees with many essential choices which can be difficult, but with CBC’s Registered Financial Advisor's, you can rest assure your employees retirement readiness will be intact.

Encouraging Financial Wellness
With experience serving government agencies, schools, not-for-profit organizations, hospitals and more, we’ve found that the key to a healthy retirement plan are not products, but rather education. That’s why we’ve designed a robust participant communication and education program backed by personal support.
At CBC, we know that it is not just about saving for retirement. It is about offering a holistic approach to financial well-being. Participants will benefit from in-person financial wellness education provided by our Financial Advisors.
Retirement seminars that include set realistic savings goals, discover ways to reduce expenses and learn how to make their money last throughout retirement. We provide an in-depth look at factors affecting retirement, such as debt management, interest rate fluctuations and more.
Employee Motivation
Our fundamental discipline is to increase participation rates in your retirement programs. The retirement system is successful only if the participants reach their retirement goals. With CBC, employees are better prepared for transition to retirement. Our tools provide guided steps for participants to reach their goals.
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