Founding Principal of Cedar Brook Financial Partners
CLEVELAND, OH – November 9, 2010 – Cedar Brook Financial’s Howard Slater, founding principal and a partner in the practice of Mannen, Munday, and Slater, co-authored Plan of Action: Strategies to Help You Build and Preserve Wealth ($24.95, CreateSpace Publishing, October 2010). Plan of Action fills a void as it is written in easy-to-understand language and provides specific, relevant examples to help readers improve their financial planning decision making.
Slater’s chapter, “A Most Essential Portfolio Review”, provides valuable information about insurance assets which are critical yet often overlooked pieces of a total portfolio review.
“I’m happy to have been part of a book that can help investors make better informed decisions that can work towards long-term financial security,” says Slater. “The first step towards financial freedom is to create and stick to a solid plan and this book is that plan.”
The chapters in Plan of Action cover a wide range of financial topics including:
- Re-defining wealth, success and happiness
- Creating a balanced approach to financial security, health, lifestyle, and relationships to live a more fulfilling life
- Tips and tricks for successful retirement income distribution
The book is available at www.createspace.com/3479916 ($24.95, 192 pages, paperback, ISBN: 9781453788417).
About Howard Slater
Howard Slater is a founding principal of Cedar Brook Financial Partners LLC (www.cedarbrookpartners.com) and a partner in the practice of Mannen, Munday, and Slater. He specializes in comprehensive financial planning for high net-worth individuals and closely held business owners. Howards serves as a FINRA panel arbitrator. With a commitment to the highest standards in his industry, he holds several professional designations including CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, Chartered Life Underwriter®, and is currently working toward his master’s of science in financial services through The American College.
The author and co-author of eight professional papers, Howard also created and published The Cleveland Financial View, a quarterly client financial planning newsletter. He has served on Securities America’s Advisory Council, Lincoln Financial Advisor’s National Planning Committee and has been an invited speaker at many national planning conferences and public planning forums.
About Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC is one of Northeast Ohio’s largest independent wealth management firms according to Crain’s Cleveland Business 2010, offering integrated wealth management and investment counseling services for corporate executives, business owners, physicians, and families. With over $1 billion in assets under management, Cedar Brook’s fifty-plus professionals deliver a broad array of customized services including comprehensive planning and wealth strategies, investment and insurance advice, retirement plan consulting, group benefit programs, and charitable legacy planning. Each Cedar Brook advisor acts as a client’s personal CFO; they uniquely understand their customer’s professional and individual financial goals. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.
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