Dayna Smith - Frank Legan Advisors, Cedar Brook Group

01/19/2024

Our team of skilled financial advisors is here to help you take control of your finances and invest in your future. Don't wait any longer, visit our website now and let us help guide you toward financial freedom!

A Cedar Brook Group Partner

01/17/2024

Having a contingency plan in place can help you navigate through times of uncertainty.

In this article, we’ll guide you through five steps to help you get through a job loss and offer insights to help you navigate this challenging period with confidence and resilience.

A job loss can come when we least expect it. Read these steps to pave a smooth path forward and set yourself up for financial success.

01/15/2024

Today, we honor the life and legacy of Martin Luther King, Jr.

01/12/2024

Planning for a bright financial future is a multifaceted endeavor that extends beyond managing your day-to-day expenses and investments. A crucial aspect is crafting a robust and ongoing tax strategy. Let’s delve into the key elements you should consider in planning your taxes.

When planning your taxes, consider these factors to take advantage of tax planning opportunities and minimize your tax bill.

01/10/2024

So, what is The Humanity Factor and how does it apply to you? Keep reading to learn more about my new book and where to find it.

I’m excited to announce my new book, The Humanity Factor! Here’s what it’s about and where to find it.

01/08/2024

The truth is that there’s scarcely ever a one-size-fits-all benchmark that applies to everyone’s retirement goal.

To prevent reliance on benchmarks, I compiled some recommendations to help you focus on your financial situation instead of generic retirement models.

Is your financial situation different from the norm? Avoid cookie-cutter advisors and get a customized plan today!

01/05/2024

No matter how large or small your assets are, deciding when and how distribution should occur can be a complex process. At Cedar Brook, we are here to guide you through your options and give you the confidence that everything will be handled according to your wishes.

Everyone wants to ensure the financial security of their family after they are gone. No matter how large or small your assets are, deciding when and how distribution should occur, and to whom, can be a complex process. At Cedar Brook, we are here to guide you through your options…

01/03/2024

In the fast-paced world we navigate, it’s easy to put off financial planning. However, delaying financial planning comes with a price tag that often goes unnoticed.

Let’s review five reasons why you should create a financial plan sooner rather than later.

Procrastinating when it comes to your financial future? Let’s bridge the gap between today’s decisions and tomorrow’s success.

01/02/2024

Planning next year’s finances? Check out these insider tips from Cedar Brook Group…
https://franklegan.com/what-to-think-about-when-preparing-your-finances-for-the-new-year/

01/01/2024

Meet the faces behind our financial advisory team! We're dedicated to helping you realize your financial dreams.

Cultivate Today Our Unique Planning Methodology Whether you come into our planning process as an individual, a family or a company, our Cultivate Today Methodology celebrates you as the central figure in your planning journey. This methodology inherently asks you to participate in the design of your...

01/01/2024

Happy New Year's Eve! We wish you growth, happiness, and success as we say goodbye to 2023 and hello to 2024. 🎉

12/29/2023

Your financial independence is yours for the taking. With proper planning ahead, it can be an achievable goal. Here are some critical steps to take now to get ready for your own financial independence.

Financial freedom is within reach—at any point in your life! These critical steps can get you ready for financial independence.