{"id":1391,"date":"2020-08-26T18:55:01","date_gmt":"2020-08-26T18:55:01","guid":{"rendered":"https:\/\/franklegan.com\/?page_id=1391"},"modified":"2020-12-03T04:49:04","modified_gmt":"2020-12-03T04:49:04","slug":"our-services","status":"publish","type":"page","link":"https:\/\/franklegan.com\/our-services\/","title":{"rendered":"Our Services"},"content":{"rendered":"\t\t
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We Use a Team-Based Approach to Advising<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Your life, your family, and your career are complex and multi-faceted. Our approach to financial planning is too. If we left your planning up to one advisor, we\u2019d be doing you a major disservice, hinging the strength of your plan on the intellectual capacity of one person.<\/p>

At Cedar Brook, we want you (and your financial plan) to thrive. That\u2019s why we leverage a team- based approach to planning. We have 50+ professionals at our firm. Each specializes in a niche area of our business, ensuring we can always provide you with deep and meaningful insight no matter what your unique situation is.<\/p>

Most of our clients have held successful careers\u2014either as corporate executives, doctors, business owners, or artists. They are high-net-worth and ultra-high-net-worth individuals who have experienced a liquidity event, great earnings and\/or developed good savings habits over the years.<\/p>

Now they are looking for an experienced financial partner to help them use that money to do what they love. For some people, that\u2019s giving back to their community and leaving a legacy for their families. For others, it\u2019s playing golf, working on creative projects, and traveling the world. Whatever it is for you, our goal is to help you spend more time doing what you love with the people you love.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\tFinancial Planning\/Retained Advisor\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\tWe believe one of the best services we provide is helping individuals prepare for retirement and assist them during retirement.\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tBusiness & Succession Planning\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\tWith our hands-on approach and experience with family owned companies we can assist ownership in creating a bridge to the future for their company and their family legacy.\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tInvestments\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\nOur team will continually coordinate and manage your investments so your portfolio reflects your current investment strategy and works with your overall wealth management plan.\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tEstate Planning\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\tWe are here to guide you through your options and give you the confidence and peace of mind that everything will be handled according to your wishes.\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tRisk Management\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\tCedar Brook\u2019s advisors have the expertise to prudently and strategically manage your insurance portfolio.\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t
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We Use a Team-Based Approach to Advising Your life, your family, and your career are complex and multi-faceted. Our approach to financial planning is too. If we left your planning up to one advisor, we\u2019d be doing you a major disservice, hinging the strength of your plan on the intellectual capacity of one person. At […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"_seopress_robots_primary_cat":"","_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"acf":[],"_links":{"self":[{"href":"https:\/\/franklegan.com\/wp-json\/wp\/v2\/pages\/1391"}],"collection":[{"href":"https:\/\/franklegan.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/franklegan.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/franklegan.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/franklegan.com\/wp-json\/wp\/v2\/comments?post=1391"}],"version-history":[{"count":0,"href":"https:\/\/franklegan.com\/wp-json\/wp\/v2\/pages\/1391\/revisions"}],"wp:attachment":[{"href":"https:\/\/franklegan.com\/wp-json\/wp\/v2\/media?parent=1391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}