We're unique

because you are.

No two families share the same financial situation.

Why settle for cookie cutter retirement planning?

What To Expect

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Discover

You can't build a financial plan until you know a family's goals. Before we even discuss a financial account, we get to know what's important to you, what you value, how you plan to spend your time once you're done punching the clock.

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Design

Here's where we start to dive in. EdgeRock will propose different ways to position your savings, outline strategies for withdrawal that safeguard against taxation, explore legacy planning, healthcare costs, and account for any planned expenses.

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Deliver

Here's where we start to dive in. EdgeRock will propose different ways to position your savings, outline strategies for withdrawal that safeguard against taxation, explore legacy planning, healthcare costs, and account for any planned expenses.

At EdgeRock we solve retirement problems.

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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    We minimize your tax exposure

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    Protect your savings against the market

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    Maximize your savings to get the most out of what you have earned

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    Create a complete financial plan

    The EdgeRock Summit Plan is a complete financial strategy accounting for income, healthcare costs, Social Security, and legacy planning. 

Do you know your portfolio's risk score?

Knowing your portfolio risk score can help you determine your future investing goal.

Need More Info?
Attend an Event
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