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Financial District

CEDAR HILL FINANCIAL GROUP, LLC

Personalized Financial Advice

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ABOUT OUR FIRM

Financial plans can be challenging; we simplify things. Our first priority is always acting in our client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. With over a decade of industry experience, we are committed to helping clients pursue their financial goals.

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FINANCIAL PLANNING

Personalized Solutions

We work with clients to provide financial plans that cater to their individual needs, and employ a data driven approach to investing, helping drive returns while providing distinct diversification benefits.

GETTING STARTED

The Hardest Part

Many individuals struggle with the same question when approaching a financial plan, "How do I get started?" If you are wondering where to start, or haven't worked with an advisor in the past, we make the process simple. We will review your current situation together, and provide you with a roadmap to pursue your financial goals.  Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, we can help.

Analyzing Graphs

PORTFOLIO REVIEW

A Comprehensive Approach

Is your portfolio aligned with your objectives? We offer a complimentary risk assessment and portfolio review to ensure your portfolio reflects your current needs. 

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Analysing the Data

DATA DRIVEN PORTFOLIOS

Custom Built Strategies

We strive to create personalized portfolios that match each client's needs. Using a systematic, data driven process, we focus on the individual characteristics of securities that drive returns and offer diversification.

Analysing the Numbers

RETIREMENT READINESS

The Path to Success

Deciding when to retire is one of the most challenging financial decisions you'll have to make.  Will you have enough money?  How much can you expect to withdraw each month, and how long will the money last?  These are just some of the challenging questions we help clients answer as they prepare for the next stage of their life.

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Market Insights & Case Studies

FINRA BROKER CHECK

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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CONTACT US

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