Cash Balance Advisors
Financial Services - Cornelius, NC, US
Cash Balance Advisors Employees
Cash Balance Advisors Senior Management
Cash Balance Advisors Details
Cash Balance Advisors (CBA) is a national marketing and consulting company for wealth advisors. We are directly responsible for the success of some of the most successful financial professionals within the U.S. CBA provides a total business application backed with consulting which helps advisors maintain and manage their own Tax Advantage Planning business.At CBA we strive to provide advisors' advanced planning strategies and products. In doing so we help them better service their high net worth clients and add new dimensions to their practice. Through CBA, you'll have access to our network of established, advanced planning specialists. These specialists have expertise in the legal, tax, actuarial science and risk management fields.IRS CIRCULAR 230 NOTICECash Balance Advisors and its affiliated partners do not provide tax, legal or accounting advice. This website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Cash Balance Advisors and its affiliates may make referrals with respect to cash balance and other tax advantage planning, but you are advised to only consider proposals that have come from third-party administrators, CPAs, actuaries and/or attorneys.SOCIAL MEDIA DISCLOSURE STATEMENTThird-party posts found on this profile do not reflect the views of Accelerated Retirement Benefits, DBA Cash Balance Advisor. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by Cash Balance Advisors as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional.
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