Balancing a life you want today with the retirement you want tomorrow.
One of the biggest dilemmas for those approaching retirement is balancing the life they want to live today with the life they want to live in retirement.
We are experts at helping you schedule your date to retire and then working backwards to be sure you have the assets to enjoy today and during your retirement years. When you work with Edgewater, we help transition from building your investments ("nest egg") to using your investments to live.
Retirement Planning: working with you, we look at various investment and cash flow sources combined, work together to meet your needs. We lead you through discussions based on:
We look forward to helping you plan for today and tomorrow.