Cedar Brook Group

At Cedar Brook we have developed a plannning philosophy which we call the Humanity Factor. Most advisors start the conversation by talking about money first and foremost. We spend time talking about you and the parts of your life that you are most proud of and want to emphasize.

I have focused my practice in working with people who 5-10 years before retriement and doing a complete financial plan at that time to get them ready to retire. We look at all aspects of the clients situation: are they ready to retire, estate planning, investments, insurance and legacy planning.

At the end of the day if we can help someone organize and optimize their financial situation that brings great joy to me.

I am on Linked in and you can find out more about our firm and my biography on the website: www.cedarbrookfinancial.com