There are three essential stages to any good plan – Design, Implement and Maintain.
Most financial professionals will listen to your needs and Design a plan. They will even begin to implement that plan. But few will proactively continue to engage with you throughout your lifetime to help Maintain and keep that plan on track. That’s where WealthEdge® differs from most other financial professionals. We recognize that having assets isn’t the same as having a cohesive plan. We listen to our clients to Design a plan that will fit their needs, Implement that plan with a sensitivity to tax consequences and Maintain that plan, making the necessary adjustments along the way. Our engagement with our clients goes beyond the introduction, it is a multi-generational relationship.