Holistic Financial Planning Built for You
Get clarity and confidence through financial planning with no hidden costs—just a flat, annual fee that opens your access to our expert services.
Start your planning journey today.
Retirement Planning
Prepare for your next chapter with advisers focused on your wealth, health, and legacy.
Tax Planning
Optimize your portfolio with proactive tax planning that minimizes liabilities and maximizes returns.
Estate & Legacy Planning
Protect your legacy and ensure your wishes are honored with true estate planning expertise.
Charitable Giving Strategies
Leave a lasting legacy with giving strategies that balance generosity and tax efficiency.
Insurance Review
Identify protection gaps and safeguard what matters with a full assessment of your coverage.
Financial Aggregation & Reporting
Get a clear view of your wealth with dashboards and reporting that keep you in control.
Why Work with Us?
Flat-Fee, Full Service
Financial planning clients pay a flat, minimum annual fee of $6,000 (invoiced quarterly) for anytime access to our portal, insights, and team of fiduciary advisers.
Financial Aggregation
Access all of your financial data and plans in one place with the dedicated Cedar Point Capital Partners planning and collaboration portal.
Formalized Process
Trust in a holistic financial planning process that includes your goals and objectives, financial projections, alternate scenarios, and more.
True Flexibility
Implement the recommendations generated by Cedar Point’s advisers on your own or in concert with other financial professionals.