Cash Balance Plan Solutions (CBPS) was founded by Greg Bernhard, CFP®. Greg is also the founder and president of PlumTree Financial, Inc. After years of working with Cash Balance and Nonqualified Deferred Compensation (NQDC) plans, Greg recognized a growing need for specialized solutions in this niche area.
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Unlocking Potential Through Advanced Planning
At Cash Balance Plan Solutions, we believe that great businesses deserve excellent planning. While many advisory firms offer comprehensive services, they often lack the specialized experience needed to identify and implement advanced benefit plans that truly elevate outcomes. Valued professionals—Certified Public Accountants (CPA), Human Resource (HR) consultants, and financial advisors—recognize the value these plans bring, but execution can falter without a dedicated partner to lead the way.
That is where CBPS steps in. We collaborate with discerning advisors and business owners to bring these plans to life—transforming complexity into clarity and intention into impact. Our team ensures that the right businesses don’t just explore these strategies—they implement them with confidence and precision.
The result? A referable client experience, measurable advantages for key employees, and a planning process that moves forward—not stalls.