Introducing Cedar Financial Innovation
Home of the world’s first dynamic retirement planner.
Our approach
Our software uses the PWA methodology to efficiently simulate your client’s retirement. Simply input information about their financial status, input the plan that you propose, and in seconds you can receive the results of tailor made retirement plans for your client. Our software allows you to adhere to your client’s needs and optimize their retirement.
Personalized Retirement Plans
Create custom retirement plans that give your retiree’s the maximum yield, tolerable risk, and a more predictable retirement.
Coming Soon
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