Cedarwood - Financial Planner: Jeremy Self

Cedarwood - Financial Planner: Jeremy Self 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 C

ommonwealth 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

06/21/2026

Happy Father’s Day to all of the men who have become fathers through whatever way you became one. Some maybe had your kids biologically. Others may have stepped in and up for kids that are not yours biologically. And for others, you serve in a fatherly role to younger people you mentor. Happy Father’s Day! Eat some dessert. Take a nap. You get remote control and thermostat control today.

Gen Z may be delaying traditional milestones, but they’re becoming the generation most on track for a secure retirement....
06/17/2026

Gen Z may be delaying traditional milestones, but they’re becoming the generation most on track for a secure retirement. This success is largely attributed to auto-enrollment, early savings habits, and decades of compounding. See why their head start matters: https://bit.ly/awyuM

A higher share of Gen Z is on track to be ready for retirement at age 65 than any other adult generation, and time isn't the only factor on their side.

39 times.No program in the history of college baseball has heard their name called for Omaha more than the Texas Longhor...
06/11/2026

39 times.

No program in the history of college baseball has heard their name called for Omaha more than the Texas Longhorns.

Not once. Not by accident. Thirty-nine times, through decades, dynasties, and changing landscapes of college baseball, Texas has found a way back to the grandest stage the sport has to offer.

That’s not a streak. That’s a standard.

Proud to be a Longhorn fan watching this program do what it always does: show up when it matters most.

Hookem horns!🤘🧡

06/05/2026

June is your financial halftime. If spending has started creeping up this year or bigger expenses are coming later on, it may help to look for one area where you can spend a little less and redirect that money toward savings, debt, or a specific expense.

If you know anyone who may need some support, I recommend Prevail on Wings of Hope.
06/04/2026

If you know anyone who may need some support, I recommend Prevail on Wings of Hope.

According to the National Institute of Mental Health, nearly 1 in 5 adults in the United States lives with a mental health condition. Yet less than half ever seek professional support. The most common reason? Stigma, and the quiet belief that struggling means failing.

It does not. Struggling means you are human. Seeking help means you are paying attention to what your mind and body are telling you. Therapy is not a last resort. It is a tool, a relationship, and for many people, a turning point.

At PREVAIL, we believe healing is possible for everyone, regardless of age, background, or where you are starting from. Our doors are open to teens, adults, couples, families, and the elderly, because no stage of life is too early or too late to begin.

If you or someone you know is in crisis, please reach out to the 988 Su***de and Crisis Lifeline by calling or texting 988.

Take the first step toward healing at 👇
www.prevail.clinic

Any weekend I get to spend time with my grandson, it’s a win! This weekend we met our son and daughter in law and grands...
05/26/2026

Any weekend I get to spend time with my grandson, it’s a win! This weekend we met our son and daughter in law and grandson at Town Lake and my son and I went for a run and circled back to the girls and this little guy to walk to our favorite downtown Austin coffee spot, Desnudo. 13,000 steps in before noon. Quality time with family. And great coffee. All on my gratitude list! He’s a cutie right?!

This morning I spent some time reflecting on the country we get to live in because of the many men and women who gave th...
05/25/2026

This morning I spent some time reflecting on the country we get to live in because of the many men and women who gave their lives in self-less service. May we be grateful for each person who gave up their precious life for the lifestyle we enjoy as Americans.

Retirement doesn’t have to mean stopping work all at once. Here are 3 ways to shape a next chapter that fits you:1. Ease...
05/21/2026

Retirement doesn’t have to mean stopping work all at once. Here are 3 ways to shape a next chapter that fits you:

1. Ease in gradually: Cut hours, shift to a mentor role, or take a sabbatical. Staying connected to work on your terms feels more natural than a hard stop for many people.
2. Turn passions into paychecks: Hobby jobs, travel gigs, and part-time roles in fields you love add income, structure, and purpose without the grind.
3. Reinvent entirely: New certifications, entrepreneurship, or a second career can bring the fulfillment your first one never did.

Read more ideas for building a retirement that feels right for you: https://bit.ly/3RAfSN4

Ease into retirement at your own pace and in a way that aligns with your interests.

We had a great Lunch and Learn today covering the Do’s and Don’t’s of AI.-Learn how to prompt better-Watch out for AI Ha...
05/19/2026

We had a great Lunch and Learn today covering the Do’s and Don’t’s of AI.

-Learn how to prompt better
-Watch out for AI Hallucinations
-Avoid sharing personal or financial information with AI

05/18/2026

One of things that has been most surprising in regards to retirement planning with clients is how little it relates to investments…

It’s giving people permission to enjoy their money.

Many people spend 30 or 40 years in accumulation mode:
Save.
Delay gratification.
Be responsible.
Don’t overspend.

Then one day they finally have enough… but emotionally they still live like they’re behind.

So they hesitate.

They put off the trip.
Avoid upgrading the experience.
Keep saying “maybe next year.”
Worry about spending money they may never realistically need.

Sometimes my role as a financial planner is simply to look at someone and say:

“It is not just that you COULD do this… you SHOULD.”

You worked for this.
You planned for this.
You sacrificed for this.

Money is a tool.
And eventually the purpose of good planning is not just accumulation.

It’s freedom.

Freedom to make memories.
Freedom to help family.
Freedom to rest.
Freedom to enjoy the life you spent decades building.

That’s why financial planning matters.
Not just so you can retire someday…

But so you can actually live when you get there.

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

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