8 Wright Street,
for You and Your Family Office.
Insuring Business Success
for Business Owners.
with Advisors and Insurance Professionals.
Cedar Point Financial Services LLC works to preserve and leverage its clients’ businesses and wealth. We strive to be your “go to” team to help you identify your needs and goals and provide comprehensive guidance to make smart decisions about your financial future. Whether you are concerned for your own financial needs or those of your family or your business, Cedar Point Financial Services LLC can help you identify and focus on your priorities and tailor elegant solutions to complex financial issues.
A successful strategic partnership with other Professionals, such as Registered Investment Advisors, CPAs, Medical Insurance Brokers, P&C Brokers and Trust and Estate Attorneys ensures that plans are professionally orchestrated, integrated and implemented.
Todd N. Robison is Founder and President of Cedar Point Financial Services LLC and has over 26 years of experience in life insurance planning, including wealth transfer, asset protection, executive benefits and tax control strategies….
Our independent platform allows us to select the most appropriate, cutting edge products and carriers to achieve specific goals for you, our client.