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EdgeRock in the news
EdgeRock in the news
EdgeRock in the news

Schedule a meeting with EdgeRock

Select one of the meeting types to schedule time with one of our advisors. We would love to share how we help families like yours.

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?

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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.

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Protect Against Market Volatility

Major market losses can derail a retirement. We actively manage client investments so that you don't have to.

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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.

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Create a Plan

An EdgeRock Summit Plan is a complete strategy for income, healthcare, Social Security, legacy planning, and anything else that comes along.

You've got questions. We've got answers.

Helping families make informed financial decisions about their future is why we're here.


What would you like to know more about?

Am I ready to retire?

Does your retirement plan have everything covered? Let's find out.

How can I plan for Social Security?

Knowing how and when to file for Social Security can have a significant impact on your retirement.

What should I know about Estate Planning?

Saving for retirement is a big step. But what if you want to pass it on?

How can I prepare for taxes in retirement?

Know what to do when the tax bill on your 401K and IRA comes due.

Do you know your portfolio risk score?

How much of your savings are you comfortable losing if the market were to drop? Find out if your portfolio is aligned with your expectations and goals.

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