Our philosophy has always been to get to know you an individual first, then assess your needs and goals to see how we can help.

Edelman Connect™ allows you to schedule a 15 minute chat with no cost or obligation where we can discuss various topics such as: retirement plans, investment management, life insurance, and health insurance.

Through the calendar below, you can pick a time that works best for you and we will send you an email with an invitation to the appointment. Looking forward to connecting with you!