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What We Do We are experts so you don’t have to be.

At Cedar Rock Financial, we’re here to help you organize your finances and build a personalized retirement plan designed around your goals, values, and future. It’s time to bring clarity and confidence to your financial life with retirement and financial planning tailored to you.

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Our Services A Holistic approach to retirement.

We provide a custom written financial plan tailored to your unique situation—something most financial planners don’t offer or update annually. Our approach considers all your income sources, including public and private pensions, corporate and investment income, and helps you strategically structure and time these streams. We emphasize the importance of tax planning using accurate data and collaboration with your existing professionals. Additionally, we review your estate plan to ensure all documents are current and aligned with your goals.

See our list of services below

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Retirement Planning

Retirement should be enjoyed and it’s our mission to help you get there. Our expert financial advisors will help you set up a plan to ensure that you have a strong grasp of how much retirement income you’ll need, ensure that you’re saving enough for retirement, and empower you to know that your plan is on track.

Investments

Successful investing isn’t about chasing markets; it’s about disciplined strategy, informed decisions, and long-term alignment with your financial goals. At Cedar Rock, we take a thoughtful, evidence-based approach to portfolio construction, balancing risk and return while staying focused on what matters most to you. Our role is to help you invest with purpose, adapt with confidence, and stay on course through every market cycle.

Estate Planning and Wealth Transition

Your legacy deserves more than a cookie-cutter plan. We help you take a thoughtful, proactive approach to estate planning—ensuring your assets are protected, your wishes are clear, and your loved ones are supported. From wills and trusts to tax-efficient transfer strategies, Cedar Rock works alongside your legal and tax advisors to create a plan that reflects your values and stands the test of time.

Business Succession and Corporate Planning

For many business owners, retirement isn’t as simple as handing in a resignation. We help you turn your business success into a secure, tax-efficient retirement. From succession planning and ownership transitions to setting up holding companies, Individual Pension Plans (IPPs), and corporate investment strategies, Cedar Rock helps you design a clear path forward so you can retire on your terms with confidence and peace of mind.

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Our Approach A holistic approach.

As retirement experts, we approach each client’s situation with the big picture in mind. That means that when we create a financial plan, we take into account all aspects that can affect your life before and in retirement. We get to know you, your personal circumstances and your goals and we work with you to create a plan that’ll get you from ‘A’ to where you want to ‘B’.

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Discovery

Getting to know you is just the start. Good retirement planning is about good relationships. That’s why we always start with a free discovery meeting. This gives us a chance to find out who you are and how we can help. It also gives you the opportunity to meet with us and learn about our process.

Assessment

Getting you to where you want to go. Once we have an idea of where you’re coming from and where you’d like to be, we do a complete 360 health check on your financial picture. This establishes the necessary baseline to make sure everything is properly structured. We’ll look at cash flow, budgets, legal documents such as your Will and Power of Attorney, insurance, investments and more.

Goal Setting

Get equipped for the journey of a lifetime. From there, we’ll create a custom financial plan for you and your family to help you achieve your goals. A financial plan is a living document that needs to change as life happens. With regular progress meetings, we’ll work with you to keep your plan up-to-date and help you you stay on track.

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Who We Help Financial planning for real people.

At Cedar Rock Financial, we work with individuals, families, and business owners who want to bring clarity and confidence to their financial future. Whether you’re approaching retirement, running a growing business, or simply looking to get your financial house in order, we build personalized plans that reflect your unique goals, values, and lifestyle. From optimizing retirement income and minimizing taxes to navigating complex corporate strategies, we’re here to help you make informed decisions and move forward with peace of mind.

Contact Us Getting to know who you are is just the start.

At Cedar Rock, financial planning doesn’t begin with numbers—it begins with you. We take the time to understand your story, your goals, and what financial peace of mind truly means in your life. But the relationship doesn’t stop there. As life evolves, we’re here to adjust your plan, answer your questions, and help you navigate every new chapter with clarity and confidence. Because real planning is ongoing, and we’re in it with you for the long run.

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