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Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Welcome to CBD Wealth Management

CBD Wealth Management coordinates the financial affairs of a select group of families and businesses across the Gulf Coast. With our background in the legal, banking and financial services industries, our team is uniquely qualified to create a clear strategy for pursuing your financial goals. CBD Wealth is a full service, financial advisory firm, utilizing various resources to implement our financial strategies.

Wealth Client Process

For individuals and families, the CBD Wealth Client Process is a 5-step process that pinpoints your specific needs and provides us with a roadmap to simplify your financial life and prioritize your long term goals.

Retirement Plan Solution

The 6-step CBD Retirement Plan Solution provides a simple, focused and balanced strategy to assist business owners in plan design, administrative support and compliance for company retirement plans.

Our Library

Our library has a list of helpful documents that are updated regularly. They provide advice and guidance on a variety of different investment fronts: economy, markets, asset allocation and products.

 

Helpful Content

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Surprises

Making the most of surprises is a great reason to work with us.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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