Financial Solutions

We Provide the Tools and Expertise You Need to Succeed

A National Firm’s Capabilities with a Local Firm’s Service Approach

We are problem solvers. We thrive on finding solutions to your business’ financial needs, no matter how complex.
We bring a deep bench with many decades of experience to your business with a personal touch.

Actuarial & Reinsurance

At CBA, we provide realistic and creative solutions to assist business owners in preparation for and understanding risks and their forecasted impact.

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Captives Lead2Health

We save employers valuable time and money by analyzing their risk and designing, implementing, and managing alternative market insurance solutions that fit their needs.

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Compliance & Legal

We counsel business owners and HR directors on new healthcare legislation and other various laws and regulations including ACA, ERISA, COBRA, HIPAA, and the Internal Revenue Code.

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Data Analytics & Benchmarking

We combine clinical, financial, and predictive analyses with innovative technologies and expert data management services to help employers solve even the most complex business problems.

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HR & Benefits Technology

We help you utilize technology to restructure employee data and workflow processes.

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International Benefits Consulting

Many of our clients have offices abroad or executives traveling across the globe, so we understand the importance of extending your coverage.

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Marketing & Communications

Our Marketing & Communications team helps you communicate and educate so your employees can continue to live well and be well.

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Pharmacy

We equip employers with the knowledge they need to manage their prescription plan expenses and benefit offerings through analytical reporting and expert clinical consulting services.

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Human Capital Management

We implement HCM methods to help employers develop high performing teams while avoiding costs associated with avoidable fines, penalties, and lawsuits.

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Health Management

We design and implement affordable and effective wellness and health management programs so your employees can live well and be well.

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ThinkHR

ThinkHR combines the best in live advisor expertise with innovative technology and comprehensive and instructional content to help organizations address all potential people risks, including guidance on preparing for and managing those risks.

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Retirement Plans

CBA’s sister company, Wealth Advisory Group, is a premier Registered Investment Advisory (RIA) firm serving businesses, individuals & families.

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How Can We Help You?

We Provide the Tools and Expertise You Need to Succeed