Services > Financial Planning
CedarPoint understands the complex relationship between financial planning for your family and your business. We can help you with both.
Family
- Retirement
- Education Funding
- Insurance
- Estate Planning
- Investment Management
- Credit Facilities
Business
- Stock Option Planning
- Business Succession
- Real Estate Investment
- Investment Management
- Modeling Cash Flows
At CedarPoint Investment Advisors, Inc., financial planning is a holistic process that addresses every area of your financial life.
Our Financial Planning Process:
- Establishing and defining the scope of the relationship (Establish)
By setting clear and mutually agreed upon expectations each party should find the process to be more complete and enjoyable. - Gathering information (Gather)
CedarPoint will gather any and all financial and non-financial information from the client it deems necessary to develop their own personal financial strategy document. - Analyze Current Financial Position (Prepare)
CedarPoint will conduct a thorough analysis of the client’s current investment portfolio, financial goals, time horizons and risk tolerance. - Develop and
presenting the financial plan (Recommend)
CedarPoint will prepare and present the plan to our client and ensure that the client understands the strategy. - Implementing the recommendations (Implement)
CedarPoint works hard at the implementation phase which may include the coordination from client’s other advisors. - Monitoring and Supervision of Plan (Monitor)
The client has the option of retaining CedarPoint to provide on-going supervision of the plan. This will be on a negotiated basis and will have a separate agreement specific to the request.
