Corporate Benefit Design LLC
Personalized Client Experience
5.0
Taking care of what's important so you can focus on what matters most to you.
About
Corporate Benefit Design, LLC (CBD Financial) is a trusted provider of business-related financial planning services in Colorado. With over 30 years of experience, they specialize in estate planning, employee benefits, business planning, financial planning, life insurance planning, and health insurance.
Their mission is to partner with clients to create financial comfort, protect families, and build legacies. They offer personalized client experiences, ensuring that clients can focus on what matters most to them while CBD Financial handles the complexities of financial planning.
Services
Estate Planning
Analysis, design, recommendations, and implementation of sophisticated estate planning concepts including Wills, Revocable and Irrevocable Trusts, Family Partnerships, Family Corporations, Foundations, GRAT's, CRT's, and other designs.
Employee Benefits
Analysis, design, recommendations, and implementation of employee benefits including Group Health plans, Qualified plans, Non-Qualified Deferred Compensation plans, Group STD, Group LTD, Disability Carve Out, Group Dental, Vision Care, Group Rx, Group Life, Supplemental Life, and other plan designs.
Business Planning
Analysis, design, recommendations, funding, and implementation of Buy Sell Agreements, Key Person Planning, and Business Exit Strategies.
Financial Planning
Qualitative investment analysis process, investment planning, and financial planning services.
Life Insurance Planning
Representation of the majority of carriers for permanent insurance solutions, disability income, and long term care planning.
Health Insurance
Self-funded health plans for companies ranging from 5 to 10,000 employees, utilizing exclusive networks to offer transparency and cost containment.
Credentials & Certifications
Reviews
