Cedarwood Financial Partners

Here are some ways to boost your savings in honor of National Savings Day: - Implement a “No-Spend Day” Challenge: Pick one day a week (bonus if it’s on the weekend) where you commit to not spending a dime and instead use your creativity to enjoy time with yourself and loved ones. - The 30/30/30/10 Rule: Allocate 30% of your income to housing, 30% to necessities (groceries, utilities, transportation), 30% to financial goals (savings, investments, debt repayment), and 10% for discretionary spending. This method helps manage all aspects of your financial life. - Save windfalls: Got a tax refund, bonus, or gift? Instead of spending it, add it to your savings or investment account right away. Contact us today to learn how to optimize your savings and take control of your financial future! #SavingsGoals #TrackYourSpending #NationalSavingsDay #FinancialHealth

What are the differences between a Roth and a Traditional IRA? Todd breaks down some key differences to help you understand which option might be better for your financial future: Traditional IRA: Contributions are tax-deferred, but you can’t access your funds until age 59? without penalties. Roth IRA: Pay taxes upfront, but enjoy the flexibility of accessing your contributions (not earnings) tax- and penalty-free before age 59?. Key Advantage: Roth IRAs offer more flexibility for accessing your funds early, making them a great choice for those who want more control over their financial future. Contact us today to learn more about setting up and maximizing your retirement accounts! #RetirementPlanning #RothVsTraditionalIRA #WealthManagement #TaxStrategy #CedarwoodFinancial #FinancialFreedom

Culture is built one message at a time. Last week we were at Commonwealth Financial Network Enterprise Retreat and Dylan Ripley, AAMS? came down with food poisoning. Needless to say he was upset that he was missing such an impactful time. A couple hours into the first session Dylan received an email from Kol Chu Birke, CFP? checking in, because he noticed he was missing. Dylan immediately felt loved and values. These are the little and monumentally significant moments that create a strong culture. After last week, we feel even more blessed to be partnering with such a great firm filled with caring and talented people.

In our first podcast episode, we explore Todd’s love for podcasts and the hardest parts of our journey building a firm like Cedarwood. Creating and growing Cedarwood has come with its fair share of challenges—balancing core values with industry demands, all while creating a culture of independence. More importantly, we discuss how it has been worth it, every step of the way. The full podcast is dropping soon—stay tuned! #BeyondTheTrees #CedarwoodPodcast #FaithFamilyFreedom #Growthmindset #ComingSoon #FinancialAdvisors #MichaelKitces

At Cedarwood, fulfillment means more than just meeting goals—it’s about doing meaningful work that aligns with your values. Imagine a career where you can build a successful practice, help clients achieve their dreams, and live a purpose-driven life, all while being part of a community that supports your growth. Here, you’ll find a path to personal and professional fulfillment, where every day is an opportunity to make an impact and create a legacy you’re proud of. Join our family and contact us today. #CedarwoodFinancialPartners #FulfillmentInWork #PurposeDrivenCareer #FinancialAdvisors #AdvisorLife #BuildYourLegacy #LiveWithPurpose

We ?? Commonwealth Financial Network.

What should you consider when choosing the right firm for your career? In this video, we discuss the key aspects of firm culture that matter most when deciding where to do your life’s work. Freedom to Serve: You should have the freedom to choose investments that are in your clients’ best interests, without corporate restrictions. Aligned Values: Your firm should be built on strong, shared values. Full Support: As an advisor, you’re where the rubber meets the road. You should be provided the support you need to deliver exceptional service to your clients. Ready to make a change? We’re ready to meet you halfway! #AdvisorLife #FirmCulture #CedarwoodFinancial #FreedomToServe #SharedValues #FinancialAdvisors #WealthManagement #JoinOurTeam

Why do financial advisors choose to partner with Cedarwood? 4 Basic Reasons: Faith Family Freedom Fulfillment For advisors who value these things, we are a perfect match!

Imagine redefining the client experience on your own terms. Listen as we dive into what it means to truly shake up the service industry. It’s not just about delivering; it’s about the experience—having the freedom to personalize every interaction like a unique piece of art. ?? We’re talking real change here—reshaping how we approach clients, moving beyond one-size-fits-all, and creating something distinct for everyone we serve. This is the heart of great service, and it’s exactly what you’ll hear more of on Beyond the Trees. Stay tuned—full episode coming soon! ?? #BeyondTheTrees #PodcastPreview #CedarwoodPodcast #ClientExperience #ComingSoon #StayTuned

We have a special announcement to make.... Introducing: Beyond the Trees ?? Cedarwood Financial Partners’ brand-new podcast! Join us for deep dives into why we launched Cedarwood, the freedom to choose your own path, and how we’re shaking up the industry. Get ready for insights, laughs, and real talk from our leadership team. Coming soon! Stay tuned for more details… ?? #BeyondTheTrees #Podcast #FinancialFreedom #Advisors #PodcastLaunch