Cedar Wealth Management


Cedar Wealth Management


The importance of a plan for anything in recent times cannot be overemphasized. With so much going on in the world today, especially in the area of finances, planning will help in the minimization of many uncertainties that arises from the variableness of these times.

Our financial planning strategy are tailored to help you smash the goals that are specific to you as we know that no two persons can have the same goal. We will help you design a plan that best suits your strategy, and doing this will give you enough time and the peace of mind to attend to other things you need to attend to.

Things we look at when giving an investor a specific financial plan

  • Your risk appetite
  • Your goals
  • Your Financial Situation (income, assets, liabilities)
  • Your age

With the uncertainties life can bring, our strategy and plan will make sure that you have these areas covered

  • Emergency funds
  • Life insurance
  • Health care insurance
  • Wealth distribution to family

We can aswell create a plan that can help you settle debt as you progress in other goals

  • Business and study loans, etc.
  • Mortgage

Achieve your goals through saving and investing with our layed out strategy strategies

  • Retirement savings
  • Savings to acquire and grow property
  • Savings for education
  • Savings for better family planning

A methodical guide tailored to help you reach your goals effectively through consistency

  • A budget personalized for you
  • Expert investment and savings advice
  • Goal calendars and automatic habit trackers
  • Automatic millionaire plans.