One of our strengths at CBS is our experienced success in marrying insurance planning with that of wealth accumulation. Building wealth takes discipline and planning and we believe it should be protected.

Because of our location and the small town atmosphere, we are connected with many other local professionals pertinent to our client’s financial wealth and we are very accessible for our clients to meet with on a regular basis.

Our mission is to educate every one of our clients on a wide variety of products in the complex and diverse financial industry. We ask tough questions and find being direct rather than diplomatic usually works the best.

People are inherently averse to paying premiums for something they don’t think will happen to them. Insurance products are intangible – money is a concept people do grasp – getting them to the stage where they agree that the two interconnect is crucial.

We encompass a “values based” planning approach in the following areas;