Welcome to Frank Legan's site
Menu
Welcome to Frank Legan's site
Time after time, a couple of meetings into our planning process, our new clients have a huge exhale – literally a sigh of relief. When we inquire about their reaction, the answers comprise a repeating theme. They’ve done plenty of great work on the numbers, yet previous planning experiences had never allocated this much bandwidth to the non-financial questions.
Clients discover that the quality of the non-financial discussions allows complexity to dissipate. They’re able to relax into the planning experience, because it’s no longer about numbers-first-and-mostly. There’s a wrapper of humanity around the planning process, which is why we coined our model, The Humanity FactorTM.
In response to their responses, we developed The Experience Index™. It’s a questionnaire that allows you to benchmark your experience not just your assets. Once you have your score, we provide tools and exercises to increase your awareness about how you may wish to broaden your planning experience.
We hope you enjoy the questionnaire.
Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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.
© 2023 Cedar Brook Group. All rights reserved.