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Discover ways to keep your estate out of probate (and with your family!)
Find out how the SECURE Act & SECURE Act 2.0 has changed the world of estate planning within your financial strategy for those 50+.
Learn ways to help preserve your nest egg from nursing home & LTC costs.
Understand strategies to help cover unexpected long-term care expenses without a traditional LTC insurance policy.
Learn how the biggest retirement changes in over a decade will affect Americans, and determine if your current plan needs a review.
9292 S. Ridgeline Blvd.
Highlands Ranch, CO 80129
Family Will & Legacy Planning is a paid marketing entity, providing advertising content for financial professionals. Family Will & Legacy Planning is not affiliated with nor do they endorse the financial professionals or their firms. Prior to engaging the services of a financial professional, all individuals should make their own evaluation of the firm’s services. This is not a part of the Facebook website and is not endorsed by Facebook, Inc.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.
At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship.
Our firm is not permitted to offer and no statement contained herein shall constitute tax or legal advice. The tax or legal information contained herein is for informational purposes only and should not be construed as advice designed to meet the particular needs of an individual's situation. Be sure to consult with a qualified tax advisor for tax advice or a qualified attorney for legal advice.
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Advisory services are offered through EdgeRock Capital, LLC (“EdgeRock”), an independent SEC registered investment advisor. Registration with the SEC as an investment adviser does not imply that EdgeRock or its owner or employees of EdgeRock possess a particular level of skill or training in the investment advisory or any other business. The firm's disclosure documents (Form ADV 2 - Brochure, Privacy Policy, etc.) are available online at www.edgerockwealth.com or by calling (303) 780-7350. EdgeRock is not a broker dealer.
EdgeRock Wealth management is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
More people run the risk of ending up in probate than you may think. Learn ways to be sure you’re not one of them.
Special Retirement Workshop for Pre-Retirees and Retirees in the Highlands Ranch area!
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