Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
We offer a no-cost introductory Q&A session to get to know you, answer your questions, learn more about what’s important to you, and determine if we may be able to help.
In our introductory phone call, we’ll discuss:
During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!
Schedule your introductory phone call today.
Schedule now by calling 440-683-9213 or emailing email@example.com.
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.