By Frank Legan
With 2020 finally behind us and 2021 underway, we’re still feeling the daily effects of the coronavirus pandemic and its far-reaching implications. Although resilient Americans have adjusted and adapted to these uncertain times, which have begun to feel almost normal, challenges remain.
We still have much to think about: the off-and-on shutdowns and quarantines; job and business uncertainty; concern for our own health as well as those of our loved ones; apprehension about markets and the economy. We at Cedar Brook Group believe there is one thing that shouldn’t be causing you worry, and that’s your financial plan.
Reduce Your Worry With Preparation
The purpose of having a financial plan is so that you can have confidence and clarity about your bigger future, even when chaos reigns. Taking the intentional steps of focusing on the people and things that matter most to you, why they matter, and aligning your resources to ensure you live the rest of your life the way you want to brings peace of mind.
If you find yourself wanting to discuss your current circumstances or you are wondering if you need to make any changes to weather this storm better, we are here to help
Meet With Us Virtually!
In the midst of social distancing and quarantining, it’s easy to feel isolated and alone. But no matter how stressful the circumstances, remember that you’re not alone. Our team is here to guide you through whatever lies ahead; in fact, you are our number-one priority right now!
We invite you to connect with us so we can answer your questions and address your concerns about your money, your goals, risk —whatever it is that causes you financial worry. Reach out to us by calling 440-683-9213 or emailing email@example.com. We look forward to hearing from you soon!
Frank Legan is Partner, Financial Advisor, and member of the Investment Committee at 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, closely held business owners, artists, families, and retirees. He specializes in lifetime income strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies. Frank has a Bachelor of Arts degree in Political Science from the University of Dayton, as well as a Master of Public Administration degree focused on municipal management from Cleveland State University. Prior to joining Cedar Brook Group, Frank was a financial advisor in the private client group at Merrill Lynch and with NatCity/PNC Investments. Frank is active in his community, serving on various councils, boards, and committees. When he’s not working, you can find Frank spending time with his wife, Laura, their daughter, Reese, and their beloved collie, Charlie. Frank and his family are volunteers at St. Francis of Assisi church in Gates Mills. Frank serves as Chairman of the Board of Directors for Catholic Charities Diocese of Cleveland. To learn more about Frank, connect with him on LinkedIn.