Financial Planning
- Treat your personal finances like a business
- Build a Plan
- Track Progress
- Quarterly/Annual Reviews
Business Services
- Business planning and consulting
- Strategic Reviews
- Business Optimization
- Integrated Services
Tax Planning
- Implement tax saving strategies
- Leverage Expertise
- Structure Tax Efficiencies
- Coordinate with Tax Professionals
“An investment in knowledge pays the best interest.”
– Benjamin Franklin
25
Years of Experience
350
Completed Plans
What to know
Does Your Advisor Act as a Fiduciary?
Acting in a Fiduciary capacity means that they are professionally, legally and ethically obligated to act in their client’s best interests, prioritizing the client’s financial goals over their own. They provide personalized advice on investments, retirement planning, and wealth management, ensuring transparency, loyalty, and care in all recommendations and decisions.
Our Team
Meet Your Planners
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Our Process
Solutions Tailored to You
Our Process
Individual financial planning is crucial to tackling life’s unexpected twists and turns. Whether you’re expanding your family or want to be prepared for any major life changes that come your way. The goal is to be prepared.
- Consultation
- Strategy Development
- Implementation
- Review & Adjust
“An investment in knowledge pays the best interest.”
– Benjamin Franklin
Bridging the Knowledge Gap
At Edify, we recognize the exceptional advantages of harnessing the collective wisdom of various sources, each with distinct backgrounds, education, and experience, which can provide unparalleled benefits to our clients.