Broker Check

20250 Harper Avenue, Harper Woods, MI 48225

(248) 598-7331
jarntz@cedarbrookfinancial.com
Cedar Brook

Time to de-stress?

EMR. Workload. HR. Regulations. Debt. Getting a late start.

Don’t suffer in silence. Enhance your team.

Start your road to recovery.

Feel the difference.

Long years of dedication.
Long days of training.
Life is short.

Why are you in practice? How is your work-life balance?

Are you fulfilling your passion ... dreams ... family?

What's your plan? It can still happen.

Make it so.

Better Finances. Better Family.

Financial "Stuff"

Where is your time best spent? With Patients? On your Practice?

Or on investments, taxes, risk management ... "Stuff"?

Handling it all yourself can be a daunting task.

Know when it's time to delegate.

Process + Formula

Process + Formula

Surgeons provide high quality care through a careful process.  


Is the same true for your finances?


Experience our Wealth Management Process and you just might make it yours.


Experience our Wealth Management Formula and see if you become more relaxed and breathe easier.  

Psychology

Psychology

What behavioral ingredients are in you? It can have a profound impact on your finances.


Are you a conservative Family Steward? Or an Independent seeking more freedom? Can't stand financial jargon?  


Do you prefer the spotlight?  Or to be Anonymous?  Do you relish decisiveness, or to kick the tires a bit more?


Are you money savvy?  Perhaps frugal? 
Or, do you prefer to live large?  

Download our FREE eBook, “Estate Strategies:
Critical Elements of an Estate Plan”

Over 92% of Americans are not prepared for the loss of a loved one.
Over 66% of Americans are not prepared for medical emergencies.
Ease your concerns. 

Helpful Documents
Investment
Retirement
Estate
Lifestyle
Tax
Insurance
Money

Helpful Content

Curated articles, videos, and more.  Be a financially savvier you.

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
Learn More
Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
Learn More
Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
Learn More

Have a Question? Drop us a note.

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