We are your partners in retirement planning and investing.

CBS Funding will help you build your financial future based on your situation, needs and goals whether you are a business owner implementing a retirement savings plan for yourself and your employees or an individual seeking financial security for your retirement years.

We offer investment advisory and co-fiduciary services to employer-sponsored retirement plans including:

• Cash Balance Plans
• Defined Benefit Plans
• 401(k) Plans
• Profit Sharing Plans
• SIMPLE IRA Plans

We offer investment advisory and financial planning services to individuals including:

• Rollover IRAs
• Contributory IRAs
• Roth IRAs
• Taxable Brokerage Accounts
• Trust Accounts
• Social Security Claiming Strategies
• Retirement Savings & Income Projections

We welcome the opportunity to help you design and implement your retirement savings plan tailored to your situation and objectives.