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Life insurance, the Super Roth as a Roth IRA and more.
A life insurance policy is another way to build tax-free income in retirement.
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.
The gift of Education is priceless.
A tax-deductible 529 plan for your child or grandchild should be a top priority.
What’s Your Destination?
We provide uncomplicated advice and unparalleled service to help you reach your destination.
Do you have Life Insurance?
Protect your family for as little as $10/month. Contact us today.
What are your dreams? Where do you want to be 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.
Big changes in your life? 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.
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.