Changing your life? Change your plan.
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 Receives a Third NAIFA Quality Award
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!
What’s Your Destination?
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.
Have a Question? Let’s Connect.
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.
Our Team
Our professionals are ready to evaluate and support all your potential investments.
Our Philosophy
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
