Founding Principal of Cedar Brook Financial Partners Launches New Book

Dec. 7, 2010 - PRLog -- Cedar Brook Financial’s Howard Slater, founding principal and a partner in the practice of Mannen, Munday, and Slater, co-authored Plan of Action:  Strategies to Help You Build and Preserve Wealth ($24.95, CreateSpace Publishing, October 2010).  Plan of Action fills a void as it is written in easy-to-understand language and provides specific, relevant examples to help readers improve their financial planning decision making.  

Slater’s chapter, “A Most Essential Portfolio Review”, provides valuable information about insurance assets which are critical yet often overlooked pieces of a total portfolio review.

“I’m happy to have been part of a book that can help investors make better informed decisions that can lead to long-term financial security,” says Slater.  “The first step towards financial freedom is to create and stick to a solid plan and this book is that plan.”  

The chapters in Plan of Action cover a wide range of financial topics including:
   Re-defining wealth, success and happiness
   Creating a balanced approach to financial security, health, lifestyle, and relationships to live a more fulfilling life
   Tips and tricks for successful retirement income distribution

The book is available at www.createspace.com/3479916 ($24.95, 192 pages, paperback, ISBN:  9781453788417).

About Howard Slater
Howard Slater is a founding principal of Cedar Brook Financial Partners LLC (www.cedarbrookpartners.com) and a partner in the practice of Mannen, Munday, and Slater.  He specializes in comprehensive financial planning for high net-worth individuals and closely held business owners.  Howards serves as a FINRA panel arbitrator.  With a commitment to the highest standards in his industry, he holds several professional designations including CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, Chartered Life Underwriter®, and is currently working toward his master’s of science in financial services through The American College.

The author and co-author of eight professional papers, Howard also created and published The Cleveland Financial View, a quarterly client financial planning newsletter.  He has served on Securities America’s Advisory Council, Lincoln Financial Advisor’s National Planning Committee and has been an invited speaker at many national planning conferences and public planning forums.  

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC (www.cedarbrookfinancial.com) is one of the largest independent wealth management firms in Northeast, OH.  Cedar Brook’s fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs.  Physicians, corporate executives, privately held business owners, and families consider their Cedar Brook advisor to be their personal CFO.   The firm offers securities through Securities America Inc., member FINRA/SIPC.  Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year.  Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor.  Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.  For more information, please visit www.cedarbrookfinancial.com.

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Cedar Brook Financial Partners is one of the largest independent wealth management firms in Northeast OH. The advisors deliver customized personal services including comprehensive wealth strategies, investment & insurance advice and retirement planning.