CBJ Financial Partners, Inc. provides services in wealth transfer planning, advanced life insurance strategies, business consulting, and tax planning. While our team includes licensed attorneys and experienced professionals, CBJ Financial Partners, Inc. does not provide legal or tax advice through this website or as part of its standard business services.

The content provided on this website is for general informational purposes only and should not be relied upon as legal, tax, or accounting advice. Use of this site or communication with our firm through this site does not establish an attorney-client relationship or any other fiduciary relationship.

Legal or tax services, if offered, are provided separately and only pursuant to a distinct, written engagement agreement with an appropriately licensed professional.

Because wealth transfer and related strategies often involve legal and tax considerations, we encourage you to consult with your own attorney, CPA, or other qualified advisors before making decisions based on information provided by CBJ Financial Partners, Inc.