Frank Legan Advisors at Cedar Brook Group
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Frank Legan Advisors at Cedar Brook Group
Whether you come into our planning process as an individual, a family or a company, our Cultivate Today Methodology celebrates you as the central figure in your planning journey. This methodology inherently asks you to participate in the design of your future. Participation takes the mystery out of planning, allowing you to relax into the process.
When you’re invited to become highly engaged in the planning process, you’ll find yourself stepping more deeply into it. You’ll notice more acutely why you’re sitting at the planning table at all. The core context of your vision will naturally take form.
Instead of planning as something that’s presented at you or done to you, we create your plan together. For the first time, your planning is you. It’s your greatest potential in quantifiable, actionable form.
With our Cultivate Today Methodology, you’ll feel an unprecedented connection to your choices. It creates momentum to take your plan with you, your family or your company – living it consistently in the bright light of day.
When smart people seek out help with their financial affairs, they often walk head-on into a wall of confusion. In search of confidence and clarity, you find that the process of choosing the right relationship is daunting.
The sample experience we’ve already had allows us to begin the journey with clear expectations and desired outcomes for our relationship. It creates momentum and even excitement for moving forward with your planning.
We merge the emotional aspects of who you are with the factual aspects of what you have.Using this combination of art and science, we create the first draft of your plan.
In Step #4, instead of the age-old approach of presenting a plan to you, we sit side-by-side and review your plan with you real-time on the big screen. For perhaps the first time, you will literally see how your goals and aspirations play out in numeric form. You’ll find yourself asking what-if questions about alternative choices and seeing the impact of these scenarios right before your eyes.
Coming out of Step #4 we’ll have a simple yet comprehensive Living Plan Summary and an Implementation Schedule. Because of all the great work we’ve done together up to this point, the implementation of your choices is refreshingly straight-forward. Also, our roles are extremely clear. We provide leadership and accountability, taking the burden of implementation off your shoulders as much as possible.
Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.
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