Helping Business Owners Keep More Of What They Make
As owner of Ro-Mart Inc, an affiliate of CBC Retirement Partners, Roy Balfour provides Executive Benefit Strategies to you and your current advisors that may not have been known or considered to maximize your tax efficiency while growing your wealth.
Boston Area Retirement Advisor
Financial Strategist
Business Ownership
Insurance
Annuity
Tax Efficiency
As owner of Ro-Mart Inc, an affiliate of CBC Retirement Partners, Roy provides Executive Benefit Strategies to you and your current advisors that may not have been known or considered to maximize your tax efficiency while growing your wealth. CBC 40yrs in Retirement/ Pension Benefits Design assures strategies achieve your goals and implemented with confidence. Roy is a 40yr+ experienced business Founder/Owner with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Estate Planning, Fixed Annuities, Management, and Employee Retirement Benefits Design. Strong business development professional.
Roy is a proud member of the Rotary Business Network of Boston.
Rotary Business Network “Rotary@Work”
Overview: D7910 Rotary @ Work | Rotary District 7910 (rotary7910.org)
RSVP Join a Zoom Meeting: Business Networking Series (Rotary@Work) | Rotary District 7910 (rotary7910.org)
Sandra Kearney, Executive Director of Network In Action, interviews Roy to discuss Roy’s business experience and expertise.
Kai-Zen 60 Seconds from NIW on Vimeo.