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You've got questions.

We've got answers.

Our mission is to help families make informed decisions for their financial future.


What topics 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.

Who we Serve

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Individuals

Alone but not lonely. As a small business with licensed fiduciaries, we put your needs first, not because we're obligated to but because that's what we believe in.

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Working Professionals

Still working? We can help you manage your finances so you can retire the way you want to. Keep working or retire early, the decision is ultimately yours.

Couples

Our goal is to educate our clients in order to empower them in their financial journey, no matter what their goals are.

 

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Families

Our team has decades of experience and all the necessary resources so your financial goals align with what fits you and the people you care about the most.

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Whether you're looking for a second opinion, or don't know where to begin, we're here to help. Click the button to schedule a complimentary meeting to see what we can do for you. 

Turn anxiety into confidence with your retirement plan.

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

What We're About

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.

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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.

Attend An event

Meet Us in Person

  1. Taxes Workshop—Parker

    January 12, 2021 @ 6:00 pm - 7:00 pm
  2. Taxes Workshop—Highlands Ranch

    January 26, 2021 @ 6:00 pm - 7:00 pm
  3. Taxes Workshop—Castle Rock

    February 22, 2021 @ 6:00 pm - 7:00 pm
  4. Taxes Workshop—Highlands Ranch

    March 9, 2021 @ 6:00 pm - 7:00 pm
  5. Taxes Workshop—Parker

    April 7, 2021 @ 6:00 pm - 7:00 pm
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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