Retire With Clarity. Protect Wealth. Pay Less in taxes.

Our Services

See How We Help Our Clients

We teach and educate you about reaching your retirement goals.

At Cedar Forge Financial, we help successful individuals aged 55 to 75 turn decades of hard work into a secure, tax-efficient retirement.

Our approach is straightforward and personalized. No fluff. No guesswork. Just clear strategies to help you:
• Ensure your money lasts—without sacrificing your lifestyle
• Keep more of what you’ve earned with smart, tax-efficient strategies
• Build a lasting legacy that reflects your values and supports your loved ones

If you’re confused about what’s next, ask us about the following:

Retirement Clarity Starts Here

At Cedar Forge Financial, we understand that retirement is more than a finish line—it’s a new beginning. That’s why we are one of the few Advisory Groups to use a proprietary planning system built around Red, Blue, and Green (RBG) indicators to help you see exactly where you stand—and what’s next. With RBG Concepts™, you’ll always know if you’re:
– Off Track
– On Track
– Ahead of Track

A Strategic Approach Beyond The Ordinary

We go beyond conventional methods. Our holistic approach is designed to offer innovative solutions tailored to your unique financial goals, setting us apart from traditional practices. With a commitment to staying ahead of the curve, we continuously explore new opportunities and technologies to help ensure our clients receive the most effective and cutting-edge financial strategies available.

Innovative Retirement Planning That Works for You—Not the Government

At Cedar Forge Financial, our commitment to innovation goes far beyond the ordinary. We challenge traditional thinking and redefine what it means to be truly prepared for retirement.

Our mission is clear:
To help you keep more of what you’ve earned, grow your wealth, and leave a lasting legacy.

We Offer Expertise & Assistance In The Following Areas:

Annuities, Tax Planning, Legacy & Estate Planning, Life Insurance, Tax Minimization Strategies, Social Security Optimization, Retirement Planning, & Income Planning, Health Care Planning,

Get Started With Cedar Forge Financial

Still Have Questions? Contact Us Today To Secure Your Financial Future

At Cedar Forge Financial, we help families and individuals aged 55-75 gain the security, control, and peace of mind they seek by addressing their biggest concerns—outliving their money, rising healthcare costs, and market volatility. Through thoughtful planning, we empower them to enjoy their lifestyle today while building a lasting legacy for tomorrow.
Attend Complimentary Event
Schedule An Appointment

cedar forge financial

Gain a clear understanding of what retirement could look like.

complimentary consultation
Contact
Navigation
Business Hours
  • Mon - Thurs: 9:00 am - 5:00 pm
    Fri: 9:00 am - 12:00pm
    Sat - Sun: Closed
Location
  • 5309 Commonwealth Centre Pkwy Suite 103
    Midlothian, VA, 23112
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
(877) 869-0782
Appointment
X
X

Terms and Conditions - Privacy Policy