Flat-Fee Planning & Advice Tailored to You
Get fiduciary-grade financial planning with no hidden costs or conflicts—just a flat, annual fee that opens your access to our expert services.
Retirement Planning
Prepare for your next chapter with advisers focused on your wealth, health, and legacy.
Personal Financial Planning
Get a tailored financial plan and investment advice that supports your life’s milestones.
Tax Planning
Simplify your tax picture and use your past tax data to plan for future scenarios with advanced tools.
Estate Planning
Protect your legacy and reduce your estate’s costs with smart estate planning approaches.
Education Planning
Build your human capital with education funding strategies that prioritize tax efficiency and growth.
Insurance Review
Identify protection gaps and safeguard what matters with a full assessment of your coverage.
Charitable Giving
Leave a lasting legacy with giving strategies that balance generosity and tax efficiency.
Stock-Based Compensation
Make the most of your stock options with personalized tax and timing advice.
Why Work with Us?
Flat-Fee, Full Service
Financial planning clients pay a flat, 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 Cedar Point Capital Partners web portal and mobile app.
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 experts on your own or in concert with other financial professionals.