Financial Planning in the Heart of Fort LangleyThere’s one rule about life: expect change
Experience the freedom of being able to weather all of life’s curve balls with full service retirement planning. Feeling anxious about the unknown journey that is your retirement? It’s time to dream big and become confident in your future.
Who We AreYou could say we’re experts; we’ve retired hundreds of times
Retirement planning is a lot like climbing Everest: it’s a journey. And in order to reach the top and experience peace of mind, you need a guide. Someone who knows the terrain and can help you along the trickier passages. At Cedar Rock, we’ve guided hundreds of clients along their journey, from financial consulting to planning taxes, investments, estates and business succession. We walk with you so you can enjoy the adventure without having to fret over the little things.
Because once you reach the summit, it really is a breathtaking view.
Why Us It’s like taking advice from a friend, except we know what we’re doing
We know life can get busy and you’ve got lots on the go, so let us do the heavy lifting for you. With over 20 years of experience as Certified Financial Planners, we’re here to:
• Simplify your financial world
• Organize your financial information
• Protect your assets
• Help you prosper
You only get to retire once. Let’s make it the best it can be.
We’d love to have you over for a cup of coffee
Are you ready to discover the benefits of financial security, free from stress and worry? Then book a free discovery call with us. This is an opportunity for us to get to know each other. In the call, we’ll ask you about your goals and your financial picture. In turn, you’ll get to hear how we work. If you feel confident that we can help you reach your goals, then we’d love to have you in the office for an in-depth chat.
We can do tea if you prefer.