What We Do

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.

Corporate Services

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