Yardley, PA -- (SBWIRE) -- 09/21/2015 -- Preparing for retirement is a process that requires careful thought and consideration. Most individuals hope to retire comfortably and early enough to make the most of their golden years, and many will benefit from working with a financial advisor dedicated to helping them maximize their assets late in life. Edelman Wealth Management Group, Inc. offers individuals the opportunity to work with financial advisors in Bucks County to effectively strategize their retirement.
Edelman Wealth Management Group, Inc. offers retirement funding analysis surveys to help their clients meet their financial goals. These services include strategies for maximizing individuals' pensions and analysis of accumulated assets so that individuals can make the most of them. The financial advisors at Edelman will also analyze income needs so that individuals can make informed financial decisions both during their working years and after them. Each client is treated with individualized attention from a team of experienced wealth management professionals.
The company offers other investment and risk management services, such as estate conservation, which prepares individuals to transfer their assets and helps them to shelter their assets from taxes, and financial needs analysis, which helps individuals answer questions about funding education as well as investing in insurance in order to protect themselves and their families in the face of unforeseen life events. Edelman Wealth Management Group, Inc. also offers financial services to businesses, including business succession planning and executive compensation plans.
For more information on wealth management in Bucks County, visit Edelman Wealth Management Group, Inc. online at http://www.edelmanwealthmanagement.com or call 973-994-0100.
About Edelman Wealth Management Group, Inc.
As a full-service financial management firm, Edelman Wealth Management Group, Inc. offers products and services to families, businesses, and individuals. The experienced staff gets to know their clients and coordinates a strategy that meets their objectives through comprehensive analysis. They focus on investment management, life insurance, long term care insurance and retirement planning as well as employee benefits and disability income insurance. The company is licensed and registered to sell insurance and securities in 13 states across the nation.
For more information about their services, or to request a quote, please visit http://www.edelmanwealthmanagement.com/
Edelman Wealth Management Group, Inc. is not affiliated with Signator Investors, Inc., Registered Representative/Securities and Investment Advisory Services offered through Signator Investors Inc., Member FINRA, SIPC., a Registered Investment Adviser 290 West Mount Pleasant Ave., Suite 2300, Livingston, NJ 07039 973-994-0100. 374-20150914-252401