What We Do

Retirement Planning Services

Cedar Brook is first and foremost a financial planning firm and we believe one of the best services we provide is helping individuals prepare for retirement and assist them during retirement. We work with you to provide tailored strategies to fit your values, goals and situation. There is a myriad of things to consider as you prepare for retirement including: Social Security benefit strategies, tax deferral strategies, funding and disbursement strategies just to name a few. We are so grateful for this opportunity to help clients during this exciting and oftentimes uncertain time in their life.

Listed below are just a few of the items covered in our retirement planning services:

  • Prepare retirement needs analysis
  • Consult on funding and disbursement strategies
  • Advise on Social Security benefit strategies
  • Perform pension benefit optimization analysis
  • Advise on tax deferral strategies such as deferred compensation and retirement plans
  • Calculate minimum required distributions
  • Review and advise on employer retirement plan investment options and allocations

Corporate Services

Learn how The Humanity Factor is changing the way individuals and families experience planning... 440.683.9200