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Monday 8:30am - 4:30pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8am - 3pm

Cedarwood - Financial Planner: Jeremy Self

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United States
Austin, TX
Cedarwood - Financial Planner: Jeremy Self

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Helping you with finances and more... Please check FINRA’s BrokerCheck for a list of current registrations.

Jeremy Self is a fiduciary financial advisor when managing assets, based in Austin specializing in retirement income planning and wealth strategies for high-net-worth families and business owners. As a founder of Cedarwood Financial Partners, he is dedicated to helping clients create secure, tax-efficient retirement plans and build lasting wealth. Securities and advisory services offered through Commonwealth Financial Network®, https://www.FINRA.org https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html

10/30/2026

The best kind of financial planning is a lot less scary than it sounds. It’s simply about knowing what matters to you and having a plan for getting there. Happy Halloween!

10/21/2026

Scammers want you to act fast. Your best defense? Do the opposite. If a request involving your money feels urgent, pause and check the source independently before sending money or sharing information.

10/15/2026

A smooth retirement starts before your last day of work. Here’s what’s worth checking off before you hand in that resignation letter.

Clear debt and build a real budget: Lowering debt before retirement can reduce pressure on a fixed income, while a realistic budget helps you see whether your expected spending lines up with what you’ve saved.

Tie up loose ends at work: Check with HR about outstanding stock, health benefits or seniority perks you could lose by leaving too soon.

Time Social Security and withdrawals carefully: Claiming Social Security early means a smaller monthly benefit, while tapping retirement accounts too soon may trigger taxes or penalties.

Use this checklist to spot any loose ends before retirement day arrives:

You don't want to start your retirement on the wrong foot by making early mistakes. Make sure you have a plan in place before you offer your resignation letter.

10/13/2026

10/12/2026

We’re in the season of teaching my daughter how to drive! 🚗

And with it comes lots of conversations (turns out, this girl can really talk when she’s behind the wheel 😂) and a whole range of emotions…from nervousness and fear when trying something new to the joy and confidence that come with getting it right.

This weekend, she successfully drove all the way from Lakeway to Round Rock! Another milestone in the books, and I’m enjoying these moments together along the way. ❤️

10/09/2026

People ask when interviewing me against other financial advisors, “What makes you different?”

Service.

That’s always my answer.

From quarterly contact with clients, to birthday club lunches, to monthly lunch and learns about a variety of educational topics that add value to clients, our team appreciates the opportunity to serve clients at a high level.

10/08/2026

Is $5 million enough to retire comfortably? For many, it's more than enough, but it depends on your lifestyle and how you manage your finances. Learn how to make the most of your retirement savings and secure your future: https://bit.ly/3SUlzDv

10/07/2026

Last week I had the pleasure of sharing at the Lake Travis Community Library about some educational material outside of traditional stocks and bonds. Thank you, Lake Travis Community Library, for having me!

10/04/2026

We’re proud to sponsor Rexanna’s Foundation because they’re doing something that matters: funding the fight against lung cancer.

In fact, they’ve given $1 MILLION to cancer research this year alone!

Cancer has impacted nearly all of us in some way, and we love supporting an organization that is putting real resources behind finding better treatments and, ultimately, a cure.

We’re honored to play a small part in their mission and proud to stand behind the incredible work they’re doing as a court sponsor at Rally For Hope Pickleball Tournament.

09/29/2026

Most people plan carefully for retirement finances, but not always for how they’ll spend their time. Around year three, after the travel, projects, and long-delayed plans slow down, the real adjustment can begin. Expect the third-year shift: The first two years often stay busy. After that, many retirees may need a new sense of structure and purpose.

• Ask better questions: What brings you joy? Would volunteering, part-time work, or learning something new feel fulfilling?

• Plan for the long game: With retirement potentially lasting decades, it helps to think about goals for the next 5, 10, or even 20 years. See how building a post-career routine early could help you create a more fulfilling next chapter:

https://bit.ly/42ZyNDJ

Many retirees struggle with a “third year slump” after the excitement of early retirement fades, but creating a meaningful routine can improve happiness and longevity.

Address

3 Lakeway Centre Court, Ste 230
Austin, TX
78734

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8am - 3pm

Telephone

+17374434300

Website

https://www.cedarwoodfp.com/

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