Services

Our Focus

In short, our focus is you—your financial goals, your legacy and your retirement.

We know that many people are concerned about outliving their money. Some want a measured, low-risk strategy, while others want to be more aggressive. Some want to structure a financial plan that leaves a legacy for their family, while others just want a comfortable retirement.

Whatever your goals, we’ll customize an investment strategy to work towards them.

And if your goals change, the market fluctuates or different investment products become available, we’ll give you individualized advice about how to protect your retirement.

As your investment advisor, we’ll be with you every step of the way—through all of life’s changes—helping you secure a sound financial future.


Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term Care Insurance

FOR MORE INFORMATION ABOUT RIVER’S EDGE WEALTH PARTNERS SEND US A QUICK EMAIL OR CALL OUR OFFICE. WE WELCOME THE OPPORTUNITY TO SPEAK WITH YOU.

info@RiversEdgeWealth.com | (732) 978-4975

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