Cedar Brook Financial Partners' Rebecca Bar-Shain, CFP, MBA, Teaches Business Owners About The Most Critical Financial Portfolio
CLEVELAND, OH, April 19, 2013 – Rebecca Bar-Shain, CFP®, MBA, partner at Cedar Brook, one of the largest wealth management firms in the region, works with business owners, professionals and families to understand their financial picture and develop a plan to capture opportunities and coordinate all aspects of their financial lives.
According to Bar-Shain, a fundamental step in building financial stability is to create a strong risk management portfolio, which includes life, disability, long-term care, health, and property and casualty insurance policies. “It is much harder to recover from a financial loss due to a disability, pre-mature death and/or long term care expenses than it is to recover from a drop in the stock market,” said Bar-Shain. “And the good news is that there are tools to mitigate the risks listed above. Disability insurance is often overlooked but arguably the most important coverage a working individual can own as it protects the income you bring to your household on a monthly basis. If you were to become disabled and unable to work you would no longer have income to meet your expenses or your goals. Life insurance is a risk management tool, but it can also serve as an important asset in your portfolio. There are several kinds of life insurance available and each type suits a different need,” continued Bar-Shain.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, Naples, FL, and Clearwater, FL, Cedar Brook is one of the largest independent wealth management firms in the region, according to Crain’s Cleveland Business 2012. Cedar Brook’s now seventy-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized again, as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2012 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. 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.