We are concord
Create your dream
CBC employee centered focus is a shift from the standard process focused theme, such as how to invest, to an outcome focus model that helps your employees envision their retirement. This allows us to be more personable when engaging your employees.
Preparation
Your employees knowledge of all their retirement vehicles together lets them know where they currently stand. Financial goals can clearly be stated and progress measured over time.
Plan Design
Create a financial plan early and be sure to include a plan for long-term care expenses. CBC guides your employees to envision their retirement outcome and plan for it.
Execute
CBC Retirement Readiness Analysis guide makes it easy to implement retirement savings goals. Keeping it simple allows for a more productive outcome in the long-term.
OUR MISSION
The Goal Is Living Life On Your Own Terms
It is important for employees to understand where they currently stand financially. CBC’s financial advisors educate your plan participants about their financial position with a self budget analysis, retirement sources, and healthcare cost to develop financial plans to meet retirement goals.
- Research factors affecting retirement - Debt, interest rate fluctuations and more;
- Social Security seminars - coordinate other retirement assets to maximizing benefits.
