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        Investment Advisory Services 

As Registered Investment Advisors and Registered Representatives, CBS Funding partners Steve Persons and Marylis Wozniacki provide complete investment services, both on the retirement plan level and on the personal level.  Studies have shown that the largest concern among plan sponsors today relates to their fiduciary liability of their company retirement plans.  Pension regulations require that plan sponsors follow the “Prudent Man Rule” and must use due diligence when selecting and monitoring the plan’s investments.  Many investment providers offer custodial and/or investment services but most stop short of being a co-fiduciary.
            Our program is complete…including taking on the fiduciary liability
We would be happy to meet with you to discuss how our investment services can meet your needs.

Contact Us Today for a Free Consultation and Fee Quote

Steve Persons               800-238-5490    Local:  440-717-1600   email: spersons@creben.com
Marylis Wozniacki     800-486-8680    Local:  248-328-8611   email: marylis@creben.com

For a Comprehensive Overview of these Services Click on the Choices Below
Retirement Plan Level Services
Personal Level Services

Click Here for a Copy of Our ADV

CBS Funding, Inc. is an affiliated company of Creative Benefit Strategies, Inc.
Registered Investment Advisory services offered through Beacon Capital Management, Inc. –
14 W. First St., Ste. 302, Dayton, OH  45402
Registered Representative services offered through Fortune Financial Services, Inc. –
 1010 Third Ave., New Brighton, PA  15066
 Member NASD