We often hear people tell us that fear, confusion, and lack of time are keeping them from reaching their personal and financial goals. We collaborate with you to integrate your life, your money, and your values so you can achieve financial independence and live your best life. Peggy and Tim founded Cedar Financial Advisors in 2008 to promote financial planning as a true profession.
Having transitioned from high-tech Intel careers, we've seen how important it is to partner with an experienced ally who is informed and empathetic about aligning your money and your values. We're here to walk with you, collaborate with you, advise you on your total financial well-being (even the most complex parts).
Having transitioned from high-tech Intel careers, we've seen how important it is to partner with an experienced ally who is informed and empathetic about aligning your money and your values. We're here to walk with you, collaborate with you, advise you on your total financial well-being (even the most complex parts).
Services
We offer a complimentary "Get Acquainted" phone meeting to hear your story and to see if our services are right for you. Cedar Financial Advisors, LLC is a Registered Investment Advisor Firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Cedar Financial Advisors, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.
When you partner with Cedar Financial Advisors, our reasoned relationship will unfold in a two-step flow for guiding you through identifying, prioritizing and achieving your life's greatest goals. Financial Planning: It begins with our five-step point-in-time financial planning process (for a one-time fee).
Blake and Sylvia Smith want to retire within 10 years, but they're unsure what it will take. Their daughter Nina attends a private high school; their son Matt is in eighth grade at the neighborhood middle school. Taxes: The Smiths are in a high tax bracket and believe they could benefit from improved management.
They have three adult children. Mark is married and lives in Seattle; Claire is in grad school in California; and their youngest, Trevor, is back home, working part-time. Retirement Income: How do they convert their nest egg into an income stream that doesn't run out?. Healthcare costs: They are worried about healthcare care costs prior to Medicare and don't understand Medicare.
Debbie and Dave Schneider are retired, and they recently moved to the Pacific Northwest to be near their grandchildren. Grandchildren: They're interested in opening college accounts for their grandchildren, but concerned that might impact their ability to get financial aid. Retirement Income: They are nervous about the economy and how to make sure their nest egg will last.
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