Broker Check

Valued Partners – A Team Approach 

Cedar Point Financial Services LLC creates valuable strategic partnerships with other Professionals such as Registered Investment Advisors, CPAs, Medical Insurance Brokers, P&C Brokers, and Trust and Estate Attorneys ensuring that Clients’ plans are professionally orchestrated, integrated and implemented.

Our valuable partnerships result in win/win solutions for Advisors and their high-net worth Clientele. At Cedar Point Financial Services LLC, we look for sophisticated ways to fund insurance creating extraordinary death benefit rates of return with unique tax advantages. When electing to partner with Cedar Point Financial Services LLC, Advisors deepen Client relationships (via expanded offerings) and reduce relationship risk (avoiding knowing enough to be dangerous in our areas of expertise). We operate with professional concierge level service to help our Partners solve their Clients’ financial issues.

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