1790 Yardley-Langhorne Road, Suite 202
Life Insurance Costs Less Than You Think.
Your monthly premium can cost less than your lift ticket.
Your New Year’s Resolution to Get Into Financial Shape
Follow a few steps to get the year off to a successful start.
Important Changes to Retirement Rules for 2023
Changes to the Required Minimum Distributions and Increased Contributions may affect you.
Your Goals, Our Guidance.
Reach your destination with us.
Uncomplicated Advice, Unparalleled Service.
Empowered by Information.
Get the information you need. Schedule your no cost, no obligation 15-minute chat via Edelman Connect™ to ask about financial topics that are on your mind.
2022–23 Tax Planning Resources
Download these new handy tax tables from Athene.
Big changes in your life last year like a new job? It may be worthwhile to review your current financial plan to be sure it still aligns with your needs, and check in on your life insurance policy.
No plan or policy? No problem. We can help with that.
Scott Edelman, BFA™, is recognized for excellence again with a third award from the National Association of Insurance and Financial Advisors. What a way to close out the year!
Where do you want to be in 2023? How about in 5 years, or 10, or 20? Not exactly sure? We can help to identify your goals and then create a custom financial plan to help you reach them.
Edelman Connect™ allows you to schedule a 15 minute chat with no cost or obligation to discuss topics such as: retirement plans, investment management, life insurance, and health insurance.
Schedule your time and see how we can help.
Years of experience have prepared us to guide you through life’s transitions.
Our professionals are ready to evaluate and support all your potential investments.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.