Getting Organized

At Edge, we believe it is crucial for you to feel in control of your financial life. An important part of this is creating a secure place where all your important financial documents are located. We provide access to our secure client vault for storage of these important documents and can provide access to additional trusted contacts/advisors as directed by you. We can also assist you in preparing a personal financial statement or balance sheet that you may access at any time. In addition, we will work with you to create a personal cash flow statement to provide you with a roadmap regarding income and expenses and the future value of your portfolio, including a range of possible outcomes. We believe these steps are the cornerstone to creating a lifelong financial plan to reach all your personal goals.

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Goals & Life Event Planning

We all encounter many twists and turns in life. Your Edge team is here to support you, listen, and share ideas when your goals or circumstances change. We will work with you to adjust your planning roadmap to match your changing needs.

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Tax Strategy & Planning

An important aspect of a successful financial plan is making sure that all the steps you consider are viewed through a tax efficiency lens. Your Edge team not only emphasizes tax awareness when discussing your investments, but also asset placement. Your team can also provide recommendations regarding tax planning strategies. We are here to work with your CPA and other trusted advisors to be sure everyone is organized regarding your targeted needs.

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Insurance Planning

You have worked hard to build your personal portfolio, so it is critical that you protect your assets and your family in an effective manner. Your Edge team will review your insurance policies to uncover any gaps in your risk protection plan and ensure you are adequately prepared for unforeseen events that may occur. We are also here to work with your trusted insurance professionals or to make recommendations when needed.

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Lifestyle Planning

We want you to enjoy life and the wealth that you have created. Your Edge team saves you precious time and helps to prevent unexpected headaches. Edge helps you stay on track throughout the year with important recurring reminders. We can also help you efficiently review lending alternatives. Finally, we can refer you to specific experts, such as those in cybersecurity or healthcare planning.

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Family Governance

As you begin to contemplate your legacy, your Edge team can assist you with developing a Family Mission Statement. We will also help you create a format for regular family meetings and can help with conflict resolution and education for younger generations.

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Estate Planning

A very important aspect of lifelong financial planning is working with you to determine how to transfer your assets most efficiently in adherence to your personal wishes and desires. In addition to assisting with the organization of all your important documents, Edge will also review these documents and provide alternatives or recommendations. Your team is here to coordinate with your trusted attorneys and can also refer to professionals when needed.

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Philanthropy & Legacy Planning

Put very simply, there are three ultimate landing places for your legacy assets: your family, charity, and taxes. Your Edge team will help you think through all the possible alternatives that align with your personal lifestyle needs and personal beliefs that match your family mission.

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