Jeremy Self Email & Phone Number

When I was 18 years old, my grandparents gifted me some stocks. That began my journey of investing. But I wasn't always disciplined with money. In fact, through my master's program and having 4 kids, I incurred a good bit of debt. It was through a program our church offered that I learned the habits to get out of debt, budget, and save for the important things in my life. We all have a financial story. What got us here, may not get us to where we want to go. So, my job is to come alongside you and help you replace your financial fears with confidence and courage to go be you. Whether you are afraid of running out of money in your retirement, leaving a legacy for your family, drifting off course for your retirement goals, or simply want a second set of eyes on your current plan, I can help. With Cedarwood Financial Partners, the overriding principle that our clients’ best interests come above all else is a hallmark of the relationships and reputation we have built over our nearly 30 years of working with clients. In prosperous and challenging times alike, a steadfast commitment to earning your trust and satisfaction guides everything. So what would it look like to engage with us?Introductory CallGet a first impression and clarity on what you need. Your first 15-minute consultation is free of charge and free of commitment. Schedule one on our website www.cedarwoodfinancialpartners.com Define and DiscoverThe fun really begins when you come on board. Right from the start, we want to know you—this meeting is an in-depth Q&A for both sides. Ideally, your advisory relationship will be for the long term, so fit matters. Let’s see how we work together.Develop Your PlanOnce we know what you care about, we’ll set you up with a strategy to help you reach it.Deploy and go be you.Go live your life with new clarity, comfort, and confidence.Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.Cedarwood Financial Partners, 13413 Galleria Circle, Suite Q130, Austin, TX 78738, (737) 443-4300The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.Review our Terms of Use: https://www.commonwealth.com/termsofuse.html