Financial Planning

Everyone’s financial situation and goals are different.  That’s why we follow a disciplined process to develop customized financial plans for our clients.  Our six-step process is the result of years of experience in creating financial plans for clients with unique goals, challenges, and situations.


Step 1: Discuss what’s important to you

We start by discussing your view of investing, tolerance of risk, and expectations regarding how the advisors of Cedar Brook will be compensated.

Step 4:  Build the plan

Next, we develop a plan to bridge the gap between where you are and where you want to be.  The plan can focus on a particular aspect of your financial plan or it can be comprehensive.  It’s up to you. 

Step 2: Determine your goals

We strive to learn everything that is relevant to your financial life:  your family dynamics, your insurance portfolio, and any special financial needs of your parents and/or children. Working together, we create specific retirement planning goals.

Step 5:  Implement the plan

Your Cedar Brook advisors have completed the discovery and analysis processes, and built a plan to suit your particular needs.  They’ve worked closely with your accountants and attorneys and have bought, sold, re-titled insurance and investment products.  The plan is implemented.

Step 3:  Analyze your situation

Then we analyze your assets, liabilities, cash flow, insurance and investment portfolios.  This key step in the process provides your Cedar Brook advisors with the information they need to understand the strengths and opportunities as they relate to your financial plan.

Step 6:  Monitor and refine

We then actively monitor the plan’s performance against your goals and recommend refinements.  At the same time, we stay abreast of new tax laws, accounting practices and other important market changes that could impact your plan results.  With your input, we also remain current with regard to your personal and business situation. It’s all done to ensure your plan stays on target to meet your goals.

5885 Landerbrook Drive, Suite 200
Cleveland, OH 44124
P: 440.683.9200 | F: 440.683.9100
6960 Orchard Lake Road, Suite 120
West Bloomfield, MI 48322
P: 248.538.1616 | F: 248.932.0205
15300 Pearl Road, Suite 201
Strongsville, OH 44136
P: 800.922.6931 | F: 440.238.6143
3801 PGA Blvd., Suite 600
Palm Beach Gardens, FL 33410
P: 561.627.6992 | F: 561.627.6994
9990 Coconut Road, Suite 232
Bonita Springs, FL 34135
P: 239.384.5105