Who We Serve
Guiding Affluence with Distinction
At CBJ Financial, we understand that your financial landscape is as unique as the life you’ve built. With dedicated expertise spanning from insurance services to executive benefits, we offer tailored solutions for the distinct financial challenges and aspirations of ultra-high net worth families, influential business owners, and visionary companies. Dive deeper to discover how we cater to the diverse needs of our esteemed clientele.
We specialize in serving the following
Insurance Services
- Ultra-High Net Worth Families and Individuals
- Families foreseeing estate tax liability
- Large Landowners in need of liquidity for efficient asset transfer
- Individuals and business owners anticipating a sale of assets in need of tax mitigation.
- Banks, CPA Firms, Trust Departments, Attorneys, and Financial Institutions
- Family or Multi-Family Offices
- Policy owners in need of portfolio review
Business Advisory Services
- Highly Compensated Individuals with $1,000,000+ annual income
- Owners of closely held businesses in need of income tax reduction
- Liability protection between business partnerships
- Family-owned businesses in need of succession planning and/or estate equalization
- Business-owners looking to transfer their business to children and/or key employees
Executive Benefits
- Business owners who value their key employees and wish to provide shared ownership for organic growth
- Companies that wish to incentivize their employees, drive revenue, and create value
- Companies that need to fund stock buy-back programs
- Owners seeking to hire and retain key executives
Empower Your Financial Future
With CBJ Financial by your side, you’re not just navigating the financial world; you’re charting a course towards lasting legacy and unparalleled success. Ready to elevate your financial journey? Connect with us today and let us serve your aspirations with distinction.
We are committed to being the best in the industry and offering a level of expertise and service that sets us apart from the competition. We understand the importance of preserving and growing your wealth, and we are dedicated to helping you achieve your financial goals.
Let's Talk