Steadfast growth in today’s storms.
At Cedar Financial Services, we believe great growth happens in the storms. The storms are what actually make us stronger.
Cedar trees have survived the passage of time. They grow steadfast, high in the mountains, in spite of severe temperatures and storms. We apply the lessons of the ancient cedar tree to help our clients come out of life’s storms stronger, healthier, and more vibrant.
Careful Planning
Financial success happens with careful planning. We offer a unique combination of comprehensive financial planning and advanced tax strategies, allowing us to provided coordinated advice on:
Taxes, investment management, retirement planning, insurance, estate planning, cash flow planning, college funding, and business planning.
Perseverance & Focus
Financial success happens with perseverance and focus. We view our clients as family. Building wealth takes time & patience so get settled in, grab some coffee, and lets get to know each other.
Steadfast Determination
Financial success happens with steadfast determination. Through the sunny days and the storms Fouad is determined to weather life’s storms with his clients and build a path to success.
Our process begins with a free, no-obligation, consultation.
For us, investing is long-term, so we view our clients as family. We begin with a free consultation to determine whether we are a good fit to work together.
This meeting is offered to you at no cost, no pressure and no obligation.