Flow Guider

HI THERE.

FlowGuider is an interactive, click-through, scenario-based assistant designed to walk agents step-by-step through any workflow.

Whether they’re handling complex processes, making decisions on the fly, or navigating unfamiliar situations, FlowGuider keeps everything clear, structured, and stress-free—so agents stay confident, consistent, and fast.

GET STARTED

A click-through, scenario-based tool that guides agents step-by-step through any workflow for faster, clearer, more confident decisions

Our services

Investment management

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.


Estate planning

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.


Tax planning

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.


OUR MISSION

At Cedar, we take the mystery out of achieving your financial goals

LEARN MORE ABOUT US
Business Group In A Meeting Room In The Office

Inventive

·

Equitable

·

Progressive

·

Inventive · Equitable · Progressive ·

Inventive

·

Progressive

·

Equitable

·

Inventive · Progressive · Equitable ·