Our Job One is to listen. Ask some follow-up questions. Answer your questions. And then listen some more. What you need is not cookie-cutter. There is no one-size-fits-all financial plan that covers the waterfront for every person.
Once we’ve digested where you are and where you want to head, we utilize the latest technology in retirement planning to model different scenarios and paint a clear picture of your future. We revise your goals and predict how likely you are to achieve them with your current plan.
In the end, we want you to feel like the proverbial 16-ton weight was just lifted off your shoulder—so you can live freely. That is the state of wellbeing.
We provide full-service investment management by building you a portfolio that seeks to achieve your long-term financial goals. We create investment mixes that aim to produce high returns while reducing the correlation of your portfolio to broad market downturns. In short, that means when the markets swing downward, your future is protected.
Many of our clients want to extend their financial wellbeing to the next generation. We help you develop a plan for passing on your assets to the next generation. We facilitate a conversation between you and your estate planning attorney to make sure that your assets are passed on exactly the way you want them to be.
No one likes paying taxes. Here at Edge, we take tax management seriously and all of our financial plans and investment strategies are optimized to make sure that they are done in the most tax efficient way possible.
Budgeting/Cash Flow Control
To experience wellbeing, it is important to know how much of your money is coming and going every month. We help you budget more effectively by breaking down your earnings and spending. This clear view gives you confidence as you live out each day to its fullest.
Our investment philosophy is simple:
We perform consistent, intensive research on investment opportunities across all asset classes, with a special focus on risk management and tax-efficiency.
We then implement our findings into customized investment portfolios designed to meet your long-term goals. Your financial plan and specific life situation dictate how your assets are invested.