FAQ

What makes Edge different?

While most firms only cover specific parts of finance, Edge Financial allows you to keep all of your financial management in one place. We have financial experts with diverse professional experience to guide you through all of your financial decisions.

What are some things I should be considering when approaching retirement?

To make sure your retirement is enjoyable, it’s important to have a thorough plan in place. It is crucial to determin your goals early. And of course, saving money is paramount. We are here to help you make your personalized retirement plan, so that you can spend more time enjoying the fruits of your labor.

What are some ways to help me save on taxes?

Tax law is always changing, but there are some general things you can do to minimize your tax liability. If you have questions about what you can do to better capitalize on your tax situation, get in touch with us today!

Benefits of rebalancing my portfolio

With how quickly things can change, it’s never a bad idea to revisit your investment portfolio. By rebalancing your assets, you are able to better mitigate against investment risk. There’s also the added benefit of knowing where your money is at, helping you stay on track with your financial plan.

How can Edge help me as a small business owner?

With decades of experience working with businesses of varying sizes in all sorts of industries, we can help you navigate your finances as a small business owner. From bookkeeping to taxes to consulting, our team is equipped to put you in the right position to have success.