We are currently seeking a seasoned Service Advisor who will be responsible for delivering a high level of service and insight to an existing group of clients, while also having the opportunity to expand their client base. Read more...
Research & Insight
1st Quarter 2015 Newsletter
(April 2015) Retirement Withdrawal Rates; How Does Your 529 Plan Stack Up Against the Competition? When Your Child Asks for a Loan, Should You Say Yes? Will I have to pay a penalty tax? Read more...
4th Quarter 2014 Newsletter
(January 2015) Healthy Resolutions Can Pay Off (Literally); No matter What Your Age, Your Social Security Statement Matters; Saving for College: 529 Plans vs. Roth IRAs; How can I manage the net investment income tax? Read more...
Welcome to CedarPoint Investment Advisors, Inc.
Your Personal Chief Financial Officer (CFO). That is our tagline and mission.
As your personal CFO we handle matters affecting your family such as, but not limited to, debt management, retirement planning, cash flow analysis, college planning, estate planning, tax planning and insurance planning, YOUR objectives are OUR objectives. As a Registered Investment Advisor (RIA), it is our fiduciary duty to act in your best interests – we are legally bound to put our clients' interests first. Our clients have chosen to work with us for a number of very important reasons. They want a financial advisor who:
- Puts their interests first
- Understands their specific financial situation and the complexities surrounding all the various aspects of their balance sheet
- Offers straightforward advice that reflects their goals
- Recommends solutions that best fit their needs – not the advisors needs
- Uses a fee-based structure that encourages unbiased advice
If this sounds like the type of arrangement your family, business or charitable foundation desires we invite you to explore our website to learn more and contact us for an introductory meeting to discuss how CedarPoint can become your "Personal CFO".