Because you are.
No two families share the same financial situation.
Why settle for cookie cutter retirement planning?
Your path to retirement. One step at a time.
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.
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.
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.
From concern to confidence. An EdgeRock journey.
Do you know your portfolio's risk score?
Knowing your portfolio risk score can help you determine your future investing goal.
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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.