Yardley, PA -- (SBWIRE) -- 05/05/2015 -- Every person has a particular goal they are trying to reach with their financial growth. When it comes to retirement funding and creating a legacy plan to transfer assets, many individuals have concerns about their finances. Speaking on the subject of high-net-worth clients, Scott D. Edelman of Edelman Wealth Management Group, Inc., was recently interviewed for a feature article in the April edition of Retirement Advisor.
According to Edelman, challenges are presented when discussing the goals and finances of high-net-worth clients. In the article, he explains, "The clients want to be able to utilize their income and enjoy it. You have to set up a strategy so that they can enjoy their assets but at the same time, make sure that they're leaving exactly what they want to leave to their children and grandchildren. It may not be a technical estate plan, but it's going to be the ability to leave money behind and have taxes paid as well."
Concerns frequently arise in households that are blended with remarriages and children from previous relationships. High-net-worth clients are situated in select wealth categories, where some parts of the country consider prospects wealthier than others. There are select states where a $1 million net worth is considered wealthy, and states where that income is not. Edelman Wealth Management Group, Inc. will assist clients in constructing their portfolio, allocating their assets, analyzing risk tolerance, and estate planning.
When relying on the trusted strategies and programs set forth by Edelman Wealth Management Group, Inc., their estate conservation program protects accumulated wealth to preserve assets for the future. Incorporating a sound strategy, the financial planners give personalized attention to each client in order to build relationships and create a unique plan that maximizes the legacy.
All opportunities will be carefully reviewed to ensure every aspect of the financial management plan is addressed. Interested individuals who require further information can request a quote for their insurance needs, or an appointment to review their financial planning needs and they will respond to the request promptly. Edelman Wealth Management is dedicated to their clients and potential client's needs and they foster a culture within the company where customer service is of paramount importance. To learn more about their plans and customized insurance policies, please browse the website today.
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 now their clients and coordinates a sound 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/