Financial planning involves so much more than numbers. It can be tough to make highly personal decisions when the conversations aren't directly focused on you.
Frank Legan helps you define and pursue your dreams for the future. The Humanity Factor introduces you to an accessible, achievable, personalized process that allows you to be open, vulnerable, and honest about your fears and insecurities. This unique approach starts with what matters: the people and things that you care about most.
Drawing upon his years of experience and a deeply empathetic approach, Legan takes readers on a journey of self-reflection and financial enlightenment. He believes true wealth is not solely defined by monetary assets but by the harmony between one’s financial strategy and unique life aspirations. Through relatable client anecdotes, practical strategies, and a genuine passion for helping people, “The Humanity Factor” offers readers a fresh perspective on working towards achieving financial success with purpose.
About the Author
Frank Legan is a partner and financial advisor at The Cedar Brook Group, one of the largest independent wealth management firms in Northeast Ohio. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, business owners, artists, families and retirees. He focuses on lifetime income planning strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies.
Frank has been active in his community, having served as a Council Representative at Large for the City of Highland Heights, as well as Vice President and Secretary for the Hillcrest Council of Councils. He currently serves as a Board Member and Emeritus Chairman for Catholic Charities Diocese of Cleveland.
Books will be available for purchase.