What does financial independence mean to you? Is it …
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).
Retirement Planning Case Studies
(Note: these case studies are hypothetical and should not be construed as a guarantee.)