Turn retirement anxiety into confidence with a plan.
Our family is growing.
EdgeRock currently serves clients in more than 20 states. (And counting!)
Turn retirement anxiety into confidence with a plan.
Lots of people have retirement accounts or a stock portfolio. What they don’t have is a strategy to turn those savings into a lasting and fulfilling retirement. That's where we come in.
How Do We Do It?
Minimize
Tax Exposure
For many, a tax-deferred 401k or IRA is a ticking time bomb. We can help build a long-term withdrawal strategy outlining predictable income without unnecessary tax exposure.
Protect Against
Market Volatility
Major market losses can derail a retirement. We actively manage client investments so that you don't have to.
Maximize
Your Savings
You've worked all your life. Now it's time to enjoy what you've earned. We're here to give you the confidence to turn your savings into fulfilling experiences.
Create
a Plan
An EdgeRock Summit Plan is a complete strategy for income, healthcare, Social Security, legacy planning, and anything else that comes along.
Your path to retirement. One step at a time.
Discover
Our team can't build an EdgeRock Summit Plan until we know your goals. What are the causes you value? Who are the people you cherish? Before we ever discuss a financial account, we get to know what's important to you and how you plan to spend your time and earnings once you're done punching the clock.
Design
Here's where we start to dive in. We will model various ways to position your savings, outline strategies for withdrawal, explore legacy planning, factor healthcare needs and Social Security, and account for expenses—both planned and unplanned. We're only done when you're fully confident with the strategy we build together.
Deliver
So what is a Summit Plan, exactly? It's your entire financial strategy compiled in one clear, easy-to-read deliverable. But receiving your Summit Plan is still just the beginning. From the moment you join the EdgeRock family, our dedicated client services team goes to work ensuring you're ready for whatever comes next.
Ready to Take The Next Step?
For more information about any of the products and services we provide, schedule a meeting today.
