Cedar Brook is first and foremost a financial planning firm and we believe one of the best services we provide is helping individuals prepare for retirement and assist them during retirement. We work with you to provide tailored strategies to fit your values, goals and situation. There is a myriad of things to consider as you prepare for retirement including: Social Security benefit strategies, tax deferral strategies, funding and disbursement strategies.
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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