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Delafield Advisers Receive National Acclaim

FOR IMMEDIATE RELEASE:
Delafield, Wisconsin – November 15, 2010

The Medical Economics Journal has recently named Daniel W. Wilson and Robert T. Dignan, CFP® to the 2010 List of the United States’ Best Financial Advisers for Doctors. Advisers are selected based upon their knowledge and experience, as well as their good standing in the investment profession and exceptional disciplinary records. Only 150 individuals are chosen in the United States each year by the Journal.

Wilson and Dignan own Delafield-based CedarPoint Investment Advisors, Inc., an independent SEC registered investment advisory firm that specializes in clients that work in the medical field. The firm offers high quality, objective investment advice and financial planning services, as well as collaborative Income Tax and Estate Planning services.

“ With the sweeping changes in the healthcare field, there has never been a better time for physicians to review their own financial heath,” says Dignan, whose wife is a primary care physician.

According to Wilson, the recognition by Medical Economics is the culmination of CedarPoint’s ongoing efforts to build its business model around the idea of being a full service “Personal CFO” for clients that have too little time to properly research the strategies that their individual situations require. “We utilize our findings to educate our clients to make the best choices possible, and to make the financial part of their life as stress free as possible.”

Cedarpoint Investment Advisors, Inc. is located at 524 Milwaukee St., in downtown Delafield, and can be reached at (262) 303-4503 or via the internet at www.CedarPointInvestments.com.

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