Consider for a moment that many of our clients, before they became our clients, faced some sort of challenges in trying to get counsel around their financial affairs. Generally, the topic was one of stress and obligation rather than inspiration and excitement. At Cedar Brook, we find this ironic: think of all the sweat equity and tenacity that goes into your life’s work. Certainly the planning for what to do with the results of it all should be infused with pride of ownership – a chance to think big about your future.
Frank Legan Advisors at Cedar Brook Group
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