By Frank Legan
Happy Holidays from our team at Cedar Brook Group! Although 2022 had its ups and downs, we are more grateful than ever for the opportunity to empower our clients to lead the lives they envision. We appreciate your continued trust in us and the opportunity to provide exceptional service. It is our goal to help you feel confident in your future and prepared for whatever comes your way. Ring in this holiday season with peace and joy, knowing that we’re here to watch over your finances.
Reflecting on 2022
As we give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all that we’ve achieved this year. It wasn’t always easy, but we have weathered the storms and we are stronger for it! Rising inflation, continued stock market volatility, and recession concerns are still on the horizon, but we have high hopes for 2023.
Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.
Looking Forward to 2023
We hope you are excited for everything the new year will bring, and we encourage you to think about what you want 2023 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!
Thank You for a Wonderful Year!
Everything our team at Cedar Brook Group achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you, we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you pursue your financial goals in 2023. Here’s wishing you joy and laughter during the holiday season and a happy new year!
No matter what 2022 has thrown your way, we hope this holiday season brings you peace and joy. If you’d like to make sure your finances are prepared for the holidays, a successful 2023, and beyond, we’re here for you! Reach out to us at 440-683-9213 or firstname.lastname@example.org or schedule a complimentary introductory call online! We look forward to hearing from you!
Frank Legan is Partner, Financial Advisor, and member of the Forward Look 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 in Political Science from the University of Dayton, as well as a Master of Public Administration 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. Frank serves as Chairman of the Board of Directors for Catholic Charities Diocese of Cleveland, and is a board member of the Catholic Community Foundation. 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. To learn more about Frank, connect with him on LinkedIn.