About Us

Helping hospitality business owners having trouble with the 4-Pillars that affect profitability and retaining good employees

• Maintaining profitability
• Retaining and attracting good employees
• Helping those employees learn the strategies to protect their families while saving and making money.
• Fostering a good work culture

For responsible parents and individuals, we teach the 3-Parts of your Family's Financial House. To protect families, to help them save and make money so that they can enjoy their family.

After 35yrs in the Hospitality industry as an award-winning chef, hotel director, business owner, and 20yrs in Financial Services, we created the M.I.S.E. Process to help you implement simple steps to achieve desired results. Btw, at no cost to the employer. Contact us at: www.meetwithcbfinley.com to learn how.

How We Got Started

I was once told that many people come into the insurance industry because of tragedy. I didn’t understand it at the time. The death of my grandparents and uncle showed me what happens because of a lack of information or knowledge.

But, when they passed away, they didn’t have adequate to take care of their families. Even though, they each worked hard their whole life and did their best to provide for their family’s well-being.

Then, after watching my father work two jobs my whole life, including retiring from Ford Motor Co., I watched him succumb to Alzheimer’s disease and not have what he wanted to leave for his family.

I made up my mind that if I could help it, I wouldn’t let anyone fall prey to not being fully informed to protect their family, not having to decide whether to pay insurance premiums or pay utility bills. All the while, not taking advantage of saving for the future, because no one showed them.

Products & Services
Financial Literacy Education by CB Finley & Associates
It's never too early or too late to improve your grasp on finance basics. CB Finley & Associates invites you to view our FREE webinar, How to Make ...
Health, life, disability, critical illness, dental, vision, and more for responsible parents and individuals. Focus on employee benefits with foods...
Employee Benefits by CB Finley & Associates
Helping Food Service & Hospitality employees learn the M.I.S.E. Process to building your 𝐅𝐚𝐦𝐢𝐥𝐲'𝐬 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐇𝐨𝐮𝐬𝐞 🏠! You can reach us at: https...
Recommendations Given (18)
"Darrell has a sincere desire to help people. It is clearly evident when speaking with him. It's..." Read more "Darrell has a sincere desire to help people. It is clearly evident when speaking with him. It's not about pushing or convincing, but about educating. I personally find that is the best way to be."
"Ellen is extremely easy to talk to. Why is that important? Because Ellen really wants to help..." Read more "Ellen is extremely easy to talk to. Why is that important? Because Ellen really wants to help people achieve their goals. Because that is her goal, the conversation is not forced, uncomfortable or stressed. That is an excellent quality to have today, especially when so many people are NOT concerned about helping others, first. After listening intently, Ellen has the know-how to get results."
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Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!