Frank Legan Advisors at Cedar Brook Group
As a member of the Cedar Brook community, 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 give technical advice. In contrast, The Humanity Factor is about learning who you are as an individual, husband, wife or parent; as a leader, mentor or philanthropist.
Try our new questionnaire that allows you to benchmark your advisor experience not just your assets. Once you have your score, we provide tools and exercises to increase your awareness about how you may wish to broaden your planning experience.
By Frank Legan Maybe you’ve been working for decades to accumulate a large retirement savings. Or maybe you’ve accumulated a sizable savings in other ways. Regardless of
I recently had a chance to sit down and chat with Geremy VanArkel, CFA and Director of Strategies at Frontier Asset Management. We had a great conversation that covered
By Frank Legan After dealing with high inflation rates over the past year, the thought of paying taxes might be the last thing you want to prioritize.
By Frank Legan Have you experienced conflicts with your partner over finances? Or perhaps a more relevant question: How frequently do these disagreements happen? Nearly 70% of
Good afternoon, One of the main themes of The Humanity Factor is starting with gratitude. There couldn’t be a better way to close out 2023 than to
By Frank Legan When you think about saving money, do you think about taxes? If not, you’re not alone. Most people overlook this opportunity to save more
Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.
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