Frank Legan Advisors at Cedar Brook Group
Looking at where you are now compared to where you were five or even ten years ago can help you be more productive when planning for your financial future. Read more on the idea of ‘measuring backward’ in Kiplinger:
Frank Legan is a Cleveland-based author, a partner and financial advisor at The Cedar Brook Group, one of the largest independent wealth management firms in Northeast Ohio. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, business owners, artists, families and retirees. He focuses on lifetime income planning strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies.
Frank holds a B.A. from the University of Dayton and a master’s degree from Cleveland State University.
Frank has been active in his community as he served as a Council Representative at Large for the City of Highland Heights, as well as Vice President and Secretary for the Hillcrest Council of Councils. He currently serves as a Board Member and Emeritus Chairman for Catholic Charities Diocese of Cleveland.
Frank lives in Gates Mills with his wife Laura, daughter Reese and their collie Charlie.
By Dayna Smith Planning for a bright financial future is a multifaceted endeavor that extends beyond managing your day-to-day expenses and investments. A crucial aspect
I had the pleasure of being a guest on The Stacking Benjamins podcast where I highlighted stories and insight from my new book The Humanity
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