Financial Planning in Cleveland, Ohio

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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

Cedar Brook Group

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In a Market Downturn, How We Watch Over Your Money

Managing Your Tax Payments When Your Monthly Income Varies

See What Clients Are Saying About Us!

Webinar April 28: The Global Outlook – Where do we go from here

Meet Our New Team Member: Dayna Smith

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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.