When we founded Cedar Brook, our mission was to overcome a prevailing challenge facing families who wish to plan for and manage their financial affairs. Our industry leads consumers to look at planning through a lens of numbers first and foremost. In this traditional approach, financial conversations are so hollow, they become disorienting. Instead of planning as a reassurance about your future, the dialogue morphs into an even thicker cloud of confusion.
Frank Legan Advisors at Cedar Brook Group
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