Strategic Partnerships
Unlock New Opportunities for Your Clients and Your Practice
CBJ partners with advisors like you to add value to your institution. Our diverse background and knowledge of tax and legal matters allows us to work with you to find where creatively funded liquidity fits into your client’s overall portfolio thereby maximizing benefits and minimizing tax burdens.
Join the growing number of advisors who’ve partnered with us to enhance their practice and ensure successful client outcomes.
Why Partner With Us
At CBJ Financial, we go beyond providing life insurance solutions—we bridge the gaps in wealth planning. Traditional advisory models often operate in silos, leaving opportunities untapped. We take a different approach.
We partner with a diverse network of trusted professionals, including:
Estate Planning Attorneys
Accounting
Firms
Firms
Mid-market
Banks
Banks
Trust
Companies
Companies
M&A
Firms
Firms
Insurance
Agencies
Agencies
Asset Management Firms
These partnerships allow us to provide comprehensive solutions that address every facet of your clients’ financial needs. We believe that collaborative expertise is the key to achieving optimal outcomes.
Our strategic partnerships ensure:
Seamless Integration
Innovative Wealth Solutions
Ongoing Training and Education
Trusted Partnership
Enhanced Client Retention
Data Driven Results.
Our partnership with Levos Capital allows our clients to consolidate their entire financial portfolio into one seamless, real-time platform, providing perspective and the confidence to manage and grow their wealth.
Meet Our Leadership Team
Behind every successful financial strategy is a team that understands the big picture. Our leadership brings deep expertise in law, insurance design, and wealth planning—working collaboratively to create seamless, tax-efficient solutions for clients.
Let’s Work Together
We believe in the power of collaboration. Let’s explore how a strategic partnership can benefit both your practice and your clients by providing integrated, tax-advantaged wealth solutions.
