The Humanity FactorTM
When we founded Cedar Brook in 2005, our mission was to overcome a prevailing challenge facing families who wished to plan for and manage their financial affairs. Our industry leads consumers to view planning through a filter of numbers first and foremost.
These number-centric conversations are so hollow it becomes tough to get grounded about what makes sense for you personally. How can a plan truly serve you if it’s developed in a vacuum of context? We believe the solution lies in a philosophy and an approach that we’ve coined The Humanity FactorTM.
Anyone can chase return or design fancy financial products. In contrast, The Humanity Factor is about learning who you are as an individual, husband, wife or parent; as a leader, mentor or philanthropist.
It’s about your relationships, your life’s work, your passions or your contributions. It’s about the families, the advisors and the firm working together toward a common purpose: to honor you as the central figure of your own planning.
Only when we know who you are can we prudently and wisely advise you on where to go.
That’s The Humanity FactorTM.
Latest News & Insights
Articles from Cedar Brook Group
Announcing Frank Legan’s New Book: The Humanity Factor
Financial planning is a lifelong process, not a one-time event. When you engage in a relationship with a financial advisor, how do you know they
What To Think About When Deciding On A Medicare Plan
By Dayna Smith When it comes to financial readiness for retirement, few things are as important as planning for your healthcare needs. And a large
The Biggest Financial Mistakes I See
Navigating the financial landscape can feel like a maze, with pitfalls and challenges at every turn. That is why I want to shed light on
Community
Greater Cleveland Food Bank at the Muni Lot
This month, Cedar Brook Group volunteered for the Greater Cleveland Food Bank at the Muni Lot in Cleveland! The CBG team helped many families and