Planning for your financial future can seem like being on an endless road in the dark of night with no end in sight. CBS Funding, Inc. can get you on the right path and can assist you in reaching your financial goals. At CBS Funding we provide complete investment advisory services, both on the retirement plan level and on the personal level.
Our approach is to design an overall investment plan that meets your objectives. Whether your primary investments are inside your company's retirement plan or held in personal IRAs or taxable accounts, we understand that your goals are unique to you. Our comprehensive services keep your goals in mind.
When choosing an investment advisor, an important consideration is whether that advisor will act as a co-fiduciary. Studies have shown that the largest concern among retirement plan sponsors today relates to the fiduciary liability of their company retirement plans. Pension regulations require that plan sponsors follow the "Prudent Man Rule" and must use due diligence when selecting and monitoring the plan's investments. Many investment providers offer custodial and/or investment services but most stop short of being a co-fiduciary.
Welcome to CBS Funding, Inc.
Our program is complete....including taking on co-fiduciary responsibility
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of CBS Funding,
Inc., a Registered Investment Advisor, and our editorial staff. Material presented is believed to be from reliable sources,
however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail
with your individual adviser prior to implementation. All investments have the potential for profit or loss. The presence
of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services
to any residents of any State other than the States of Ohio, Michigan, Texas or where otherwise legally permitted.