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Edelman Financial Engines and Greenwald Research (2024). Everyday Wealth in America 2024 Report: The Intersection of Life and Money. Retrieved November 11, 2024, from edelmanfinancialengines.com/wealth-in-america/2024
Financial plan fine-tuning
It could be adjusting the way you manage your taxes. Or realigning your investment portfolio. Or maybe tweaking your insurance. We’ll look at it all, because even the smallest change now, can have a huge impact down the line.
Planning for change
Understanding change is paramount to what we do - as laws, regulations, policies, markets, and lives shift constantly. And with a new administration, its likely we’ll see more change than less in the coming years.
Edelman Financial Engines and Greenwald Research (2024). Everyday Wealth in America 2024 Report: The Intersection of Life and Money. Retrieved November 11, 2024, from edelmanfinancialengines.com/wealth-in-america/2024
Expert opinion
Until you’ve spoken to an expert with a comprehensive grasp of financial planning and a finger on the pulse of change, there’s no way to know whether your current plan will get you where you want to go. Now is the time to find out.
The 2023 Client Satisfaction survey was conducted for Edelman Financial Engines by SMG, a third-party research company. Information was gathered through an online survey distributed to over 53,000 clients, of which over 9,000 responded (17%). Responders were asked to rate their satisfaction level shortly after a comprehensive review conversation with their planner. On a scale of 1-5, 93% of the responders rated their overall satisfaction level as “Highly Satisfied” (5 out of 5) and 90% of the responders rated their experience as highly likely to recommend Edelman Financial Engines to a friend or colleague, (a 9 or 10 on a 0-10 point scale).
One of the smartest things I ever did was join Edelman Financial Engines, period.
Jim K., Client
Jim K. is a current client of Edelman Financial Engines. Edelman Financial Engines did not compensate clients to provide testimonials. Individual experiences are unique to each situation. Your experience may differ.