CBS Financial Direction

Our Vision

At Bear Street Financial Group, we believe in empowering individuals and families to achieve financial clarity and security. We partner with our clients to develop customized plans that address their unique needs and goals. By prioritizing financial wellbeing and mitigating potential risks, we help our clients confidently navigate the complexities of their financial lives.

Our Values

Our core values guide our actions and interactions:

• Client-centricity: We prioritize client needs and maintain open communication throughout the process.
• Integrity: We maintain the highest ethical standards and act with transparency in all our dealings.
• Expertise: We leverage our diverse expertise to deliver tailored solutions and innovative strategies.
• Sustainability: We advocate for responsible financial planning and encourage long-term financial goals.

Our Services

We offer a comprehensive array of services designed to address diverse financial needs:

Wealth Management

• Comprehensive financial planning and goal setting
• Investment portfolio management
• Retirement planning and optimization
• Tax planning and optimization

Financial Planning

• Personalized financial analysis and risk assessment
• Development of customized financial plans
• Implementation and tracking of financial goals
• Regular review and revision of plans

Insurance & Risk Management

• Comprehensive review of your current insurance coverage
• Identification and mitigation of potential risks
• Development of personalized risk management strategies
• Assistance with insurance claims and recoveries

Business Owners

• Succession planning and business continuity strategies
• Employee benefits consulting
• Retirement planning for business owners

Retirement Planning

• Comprehensive retirement planning and analysis
• Contribution optimization strategies
• Pension planning and analysis
• Post-retirement income planning

Our Team

Our team of experienced financial professionals consists of highly skilled Certified Financial Planners, insurance experts, and financial advisors. We are dedicated to providing personalized attention and guidance to every client.