Welcome to Frank Legan's site

Financial Planning/Retained Advisor

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.

We will help you by…

  • Preparing retirement needs analysis
  • Creating funding and disbursement strategies
  • Establishing Social Security benefit strategies
  • Performing pension benefit optimization analysis
  • Advising on tax deferral strategies such as deferred compensation and retirement plans
  • Calculating minimum required distributions
  • Reviewing employer retirement plan investment options and allocations

We believe one of the best services we provide is helping individuals prepare for retirement and assist them during retirement.

Contact us to get started today

We realize that Covid-19 is a changing, fluid situation. At this time, we are not seeing clients or prospects in the office for meetings. However, our team is in the office daily, and we can make arrangements to meet you in the lobby/atrium if you need to drop off or pick up anything from us. If you absolutely need to meet with us in the office, we can work with you to make that possible.