Financial Life Planning For Couples Over Age 50

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.

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Be Well Positioned.

What does financial independence mean to you? Is it …

Never having to “work” again?
Continuing your current career as a meaningful extension of your larger lifestyle?
Diving into an encore enterprise you’ve always dreamed about?

You might not have all the answers (yet). You might be unsure how to integrate them once you do.

That’s where we come in.

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).

Be Well Advised.

Fiduciary Financial Planning

As NAPFA-Registered Financial Advisors, we take a holistic, personalized approach to bring all the pieces of your financial life together in your best interest.

Clear, Fee-Only Pricing

Our fixed annual fee model is straightforward and easy to understand. No hidden fees.

Professional Advocates

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners.

Be Well Heard.

Retirement Planning Case Studies
(Note: these case studies are hypothetical and should not be construed as a guarantee.)

Early Retirement

“I’d love to retire early. What will it take?”

Retirement Transition

“We’re ready. What’s next?”

Family Legacy

“We’re successfully retired. How do we create a family legacy?”

Meet Our Team

Before we even became financial advisors, we enjoyed our own successful corporate careers. Having walked in many of our clients’ shoes, we noticed a key ingredient often missing from families’ financial plans: the reasoning behind their goals.

Peggy Kessinger, MBA, CFP®

Advisor, Partner

Tim Kober, CFP®

Advisor, Partner

Suzanne Bick

Client Services

Let's Get Acquainted

We offer a complimentary "Get Acquainted" phone meeting to hear your story and to see if our services are right for you.