Frank Legan Advisors at Cedar Brook Group
I recently had a chance to sit down and chat with Geremy VanArkel, CFA and Director of Strategies at Frontier Asset Management. We had a great conversation that covered inflation, geopolitical tensions and the overall outlook for markets and investing in 2024.
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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.
By Frank Legan Maybe you’ve been working for decades to accumulate a large retirement savings. Or maybe you’ve accumulated a sizable savings in other ways.
By Frank Legan After dealing with high inflation rates over the past year, the thought of paying taxes might be the last thing you want
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