Capital Edge Insurance & Financial Services, Inc.

“Proudly serving the men and women who protect and serve”

Capital Edge Financial is a financial services company that was solely founded to serve first responders. We are passionately committed to guiding our clients to a comfortable retirement.  We deliver the highest quality information, services and products to create customized plans based off personal and financial objectives.  We believe our clients have been taking care of others for years and now it’s our turn help take care of you.


ARE YOU ON TRACK TO RETIRE???
SCHEDULE NOW
FREE TO MEMBERS

 

Just starting your career: You're off to a great start!

* Education on your pension
* Investment strategies to supplement your pension:

  • 457/401k
  • Roth IRA/Roth 457
  • Mutual Funds
  • Stocks/Bonds
  • Cash Value Life Insurance

* How to hedge for inflation and taxes in retirement

* Life Insurance

* College funding

Established in your career
(10+ yrs from retirement):
Time is of the essence!

* Estimating pension options and going over planning strategies to maximize benefits

* Investment strategies to supplement your pension:
  • 457/401k
  • Roth IRA/Roth 457
  • Mutual Funds
  • Stocks/Bonds
  • Cash Value Life Insurance

* Taking a look at what you have and determining if what you are doing is enough

* College Funding

* Mortgage Protection using life insurance

Approaching retirement
(5 years and counting):
Are you ready?

* Long term care insurance 

* Annuities
* How to strategically distribute investment accounts

* Options for your sick leave and accrued vacation/CTO
 


The Capital Edge Financial Team