Cedar Brook’s Retirement Plans division specializes in retirement plan strategies for privately-held companies and corporations.

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 allow financial incentives from particular companies to influence our recommendations.
• Balanced: We provide you with education, service and creativity 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 on you and your organization. Throughout our relationship we provide a high level of personalized service to help ensure your plan remains on target to help you meet your goals.

Development of Strategic and Succession Plans are essential to preparing a company for future growth and transition. A great Strategic Plan creates clarity and consensus, sets direction and establishes priorities. It defines your organization’s view of success and prioritizes the activities that will make this view your reality. The plan helps management teams focus on specific strategic objectives that can drive growth.

Development of three to five strategic objectives with ownership and management is the foundation of the plan and guarantees coordination throughout the company. Assessment of the Strengths, Weaknesses, Opportunities, and Threats within the company and with competitors ensures a 360-degree view within the marketplace. Your Strategic Plan is then utilized as a vehicle to assist ownership in determining a course of action for legacy transfer of the business or exit.

Our Approach with Succession Planning…

• One of the major purposes of a family succession plan is to aid in maintaining peace within a family during the transfer of leadership and the possible sale of the entire business. For many families and closely held businesses, succession in a family business has been recognized as one of the most complex, frustrating, and demanding business management challenges to be faced.
  • Step 1: Identify key leadership positions
  • Step 2: Identify competency and skills
  • Step 3: Assess current bench strength
  • Step 4: Design and implement career development strategies

With our hands-on approach and experience with family owned companies we can assist ownership in creating a bridge to the future for their company and their family legacy.

Together, we carefully and thoroughly identify your goals, thereby helping to ensure your plan is uniquely relevant to your situation and financial outlook. We can also review investments you may already have, such as your 401 (k) plan, and make recommendations so that all of your investments are coordinated.

Our team then creates an investment and asset allocation plan based on your goals. As your life and the market changes, your investment strategy will need to be adjusted. We are here to provide the modifications needed to remain current with the constantly evolving nature of investments. Our team will continually coordinate and manage your investments so your portfolio reflects your current investment strategy and works with your overall wealth management plan.