Financial planning involves so much more than numbers. It can be tough to make highly personal decisions when the conversations aren’t directly focused on you. That’s why you need The Humanity Factor.
Frank Legan helps you define and pursue your dreams for the future. He introduces you to an accessible, achievable, personalized process that allows you to be open, vulnerable, and honest about your fears and insecurities. The Cedar Brook Group, a team of fiduciaries for high-net-worth individuals and families, designed this unique approach, which starts with what matters: the people and things that you care about most.
The Humanity Factor focuses on your strengths, guiding you through a personalized, step-by-step guide to financial planning. In following it, you’ll come away with a confident plan for your nest egg and a new perspective on who you are and what you want out of life.
Over de auteur
Frank Legan is a Cleveland-based author, a partner and financial advisor at The Cedar Brook Group, one of the largest independent wealth managementfirms in Northeast Ohio. Frank spends his days designing and implementingpersonalized financial planning strategies for corporate executives, businessowners, artists, families and retirees. He focuses on lifetime income planningstrategies, investment advice, and estate planning services. He also workswith businesses to develop strategic and succession planning strategies.Frank holds a B.A. from the University of Dayton and a master’s degree from Cleveland State University.Frank has been active in his community as he served as a Council Representative at Large for the City of Highland Heights, as well as Vice President and Secretary for the Hillcrest Council of Councils. He currentlyserves as a Board Member and Emeritus Chairman for Catholic Charities Diocese of Cleveland.Frank lives in Gates Mills with his wife Laura, daughter Reese and theircollie Charlie.Meer e-boeken van dezelfde auteur (s) / Editor
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