Retirement Plan Services
Cedar Brook’s Retirement Plans division specializes in retirement plan strategies for privately-held businesses. Our clients engage our retirement plan advisors to:
- Maximize the benefits for owners and key employees
- Offer a flexible and diverse selection of investments
- Provide competitively priced plan expenses
- Facilitate high plan participation rates
- Provide personalized attention and high quality retirement plans for small business owners and their clients
Our approach is objective, balanced and dedicated.
Objective: We offer unbiased, independent advice. We don’t offer proprietary products or have sales quotas with particular companies.
Balanced: Our goal is to provide you with the appropriate education, service and creativity that are commensurate with the fees and expenses associated with your plan.
Dedicated: We listen and discover the objectives you identify to help you reach your goals. Our process and your plan are centered around you. Throughout our relationship we are committed to providing a high level of personalized services to ensure that your plan remains on target to help you meet your goals.