strategies for your
life's journey


The next phase of your life doesn't have to be intimidating. At EdgeRock, we help you develop a clear financial plan so you can live with confidence.

EdgeRock Summit Plan

Get started in 3 easy steps:


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.



Receive a custom strategy designed to help you reach your unique retirement goals.



Using the EdgeRock Summit Plan, we’ll examine your current financial situation and help you determine your retirement needs.


Need More Info? Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more...

January 12, 2021
Taxes Workshop—Parker
6:00 pm | Parker Library | 20105 Mainstreet
Parker, CO 80138 United States
January 26, 2021
Taxes Workshop—Highlands Ranch
6:00 pm | James H. LaRue Library | 9292 S Ridgeline Blvd
Highlands Ranch, CO 80129 United States
February 22, 2021
Taxes Workshop—Castle Rock
6:00 pm | Castle Rock Library | 100 S Wilcox St
Castle Rock, CO 80104 United States

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Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.


Or give us a call at 303.780.7350