Services – Edify Financial

Comprehensive Financial Solutions

Your success is our priority. We offer tailored financial services, including personal and business planning, retirement strategies, and employee benefits. Working with trusted CPAs and legal professionals, we ensure you receive the thorough support you need.

Your Proven Financial Partners

At our firm, we specialize in comprehensive financial advisory services tailored for professionals. We focus on retirement planning, employee benefits, and buy-sell agreements for businesses. With our expertise and strategic partnerships, we provide customized solutions that can help you secure a prosperous future for you and your practice.

Our Services

Your personal CFO

We tailor our financial strategies to fit your unique needs, ensuring a plan that works for you.

Business Planning

We collaborate with CPAs and legal experts to provide comprehensive guidance for your financial future.

Strategic Partnerships

Our proven track record and committed service build lasting trust with our clients, ensuring peace of mind.

Our Process

Step 1: Consultation

In this initial phase, we listen to your financial goals and challenges. Our team will gather the necessary information to understand your situation better.

Step 2: Strategy Development

Next, we craft a detailed financial plan tailored to your specific needs. This plan will outline strategies for achieving your objectives.

Step 3: Implementation

We put your plan into action, making sure to implement everything on your schedule.

Step 4: Review & Adjust

Once your plan is in place, we will regularly review it. This step ensures that we stay aligned with your changing circumstances and goals.

Step 5: Service

Once your plan is in place, we will regularly review it. This step ensures that we stay aligned with your changing circumstances and goals.

What Our Clients Say

Real feedback from professionals we serve.

"Gil has been an exceptional financial planner for my small business and personal finances. he helped set up employee benefits like health insurance and 401k accounts, while also guiding me through retirement planning and establishing a trust. Gil's availability and expertise have been invaluable providing prompt assistance whenever needed."

Dr. Usman Ahmad

Advanced Sports and Spine

"Gil and his team have offered sound advice over the years, focusing on our individual needs and future plans. They have steered us from unnecessary risk and are available anytime, even on immediate notice to help with anything. We could not be more pleased with Gil!"

Dr. Jonathan Gottlieb

Minimally Invasive

"Working with Edify Financial Consulting Group, along with Gil have helped me in meeting my goals we were able to set up income needs, insurance, long term health care, and making the journey that protects my family."

Kent Martindale

Owner, Spartan Cleaners

Get Your Free Consultation Today

We provide tailored financial solutions for professionals like you. Whether it’s personal or business planning, retirement strategies, or employee benefits, our experts are here to guide you. Let’s discuss how we can work together to secure your financial future.