About Edify Financial Consulting Group
At Edify, we recognize the exceptional advantages of harnessing the collective wisdom of various sources, each with distinct backgrounds, education, and experience, which can provide unparalleled benefits to our clients.
There is no "one size fits all" when it comes to financial planning goals—it's a deeply personal journey unique to every individual. Each of our clients receives our undivided attention, from initial planning to precise execution and diligent follow-up. We are proactive and strive to help you develop a customized strategy to achieve your financial goals using the most efficient methods to ensure your financial success.
Our Mission and Vision
With core values of education, communication, trust, and honesty, Edify Financial Consulting Group strives to provide the best possible experience for all of our clients at every stage of their financial journey.
We build and strengthen successful long-term relationships with each client by providing superior, personalized retirement planning and many more financial services.
We implement a variety of innovative and trusted approaches to minimize their tax liability, provide asset protection strategies, plan for the eventualities of life, and prepare for the unforeseen while never forgetting what truly matters most—family, dignity, and legacy.
Why Choose Edify
The current economic landscape presents challenges, but it also teems with opportunities and potential rewards. We'll work closely with you to assess these opportunities and maximize their benefits.
As dedicated financial professionals, we're devoted to helping individuals like you design tailored solutions for retirement assets, business planning, and more. By understanding your unique risk tolerance, time horizon, and aspirations, we can help you create a program that blends investment strategies with preserving your initial principal investment.
Individual Planning: Tailored Financial Solutions for Life's Milestones
Individual financial planning is crucial to tackling life's unexpected twists and turns. Whether you're expanding your family or want to be prepared for any major life changes that come your way. The goal is to be prepared. Having a well-planned retirement or financial plan can have a lasting impact on your future. Beginning your plan today could be the difference between struggling to get by and securing a comfortable future.
Preparing for the Future: Making Smart Investment Decisions
At Edify Financial Consulting, we understand the significance of making informed and intelligent investment choices to secure your financial well-being down the road. Your future deserves a solution tailored to your investment strategy and goals. Our team is committed to helping you navigate the complexities of the financial world, whether planning for retirement, funding a child's education, or aiming to grow your wealth. Your dreams and future start with carefully tailored retirement planning and investment decisions.
Business Planning: Strategic Financial Solutions for Business Growth
Building a successful business takes time, vision, preparedness, skills, and determination. As a business owner, you've likely invested significant time and effort to see your business thrive, sacrificing along the way. Safeguarding your business is as essential as building it.
A well-devised business plan and financial strategy can help shield your business from the unexpected and ensure a foundation for success. We recognize that it's critical to protect your business's future. And your commitment to growth deserves a solid financial strategy to match. We're here to assist you in crafting it.
Comprehensive Business Planning
A well-rounded business plan includes a financial strategy for the unexpected. A long-term strategy can protect the continuity of your business, whether you decide to retire, part ways with a partner, or face unforeseen circumstances such as death or disability.
We specialize in addressing and protecting critical business needs essential for the long-term prosperity of your enterprise. Let us assist you in ensuring your business remains resilient and prepared for whatever the future holds.
Edify Employee Benefits
In today's fiercely competitive business landscape, attracting and retaining exceptional talent has become a paramount challenge for business owners. A competitive salary is no longer the only factor that lures top employees.
Comprehensive benefits packages are often the linchpin for attracting and retaining key talent whose contributions are pivotal to your company's success. You create a powerful culture of loyalty and commitment by offering employee benefits that exceed expectations.
We can help you create a retirement planning and benefits package that makes your employees feel valued, meets their needs, and makes you a top talent choice.
Retirement Plan Options for Businesses
Fulfilling your employees' retirement aspirations can be a compelling way for your business to entice and keep top-tier talent. We provide an extensive range of products and services tailored to businesses' retirement needs through an array of retirement plan options. We can help you help your employees achieve their retirement goals through the flexibility offered by different types of plans.
● Defined Benefit Plans: Pension plans are defined benefit plans that offer employees a predetermined retirement benefit, typically based on factors like salary, years of service, and age at retirement. Whether you seek a fully integrated, partially bundled, or investment-focused approach to plan services, our service model offers the versatility required to support you in realizing and sustaining your plan objectives. We offer guidance on whether your plan is active, frozen, or terminating.
● Defined Contribution Plans: Designed to empower individuals to retire on their own terms, defined contribution plans come in various forms, such as the 401(k), a company-sponsored, and a tax-deferred retirement savings plan. The growth of these plans hinges on employee and employer contributions and investment selections. Because we offer services across a wide range of markets and products, we can deliver you flexible, need-based solutions.
● Non-Profit Plans: Our tailored retirement planning solutions encompass a range of options, including 403(b), 401(k), 401(a), 457, defined benefit, and non-qualified plan alternatives for any non-profit affiliate.
● Non-Qualified Deferred Compensation Plans: Non-qualified deferred compensation plans bridge the income gap between the pre- and post-retirement phases, proving highly advantageous for closely-held organizations seeking to attract key non-shareholder employees.
Our Priority: You
Our business is built on a foundation of thoughtful client relationships.
Your life’s goals and dreams are your own, but the path to achieving them may need clarity, requiring a distinctive service that offers individual attention and personalized guidance. Tailoring financial strategies to fit your needs requires a depth of resources from seasoned and experienced financial professionals.
Our team has the knowledge and resources to help you meet your goals by developing and helping you implement a plan that will serve as a well-organized roadmap. And as your life changes, so will your plan. The relationship you forge with us is for the long term.
The Importance of Education in Finance
Knowledge is the foundation for informed, intelligent, and strategic decision-making, especially in light of planning for retirement. Making educated choices is pivotal to achieving your financial goals and preventing costly missteps that could jeopardize your future.
Investing in financial education is an investment in yourself and your future. It's a commitment to building an intelligent foundation of financial strategy that can benefit you throughout your life.
From navigating the intricacies of investments and retirement planning to deciphering business planning, the sheer amount of decisions can be overwhelming. We can help simplify complex financial matters, making them more understandable. Edify recognizes that everyone's financial situation is unique. By offering tailored financial guidance, we ensure our clients receive education and advice relevant to their needs, goals, and circumstances. We can help you unlock your financial potential and secure your future.
Building Trust Through Communication and Honesty
Trust and honesty are the cornerstone of solid relationships. Fostering trust is paramount in business, and the key to doing so lies in effective communication and unwavering honesty. At the heart of our mission lies the desire to deeply understand your needs, wants, and long-term goals that impact your financial journey. Our commitment is to assist you in crafting a personalized strategy, vigilantly monitoring it, and meticulously tailoring it to you.
Meet the Edify Team: Your Financial Guides
For each member of the Edify team, the decision to become a financial professional has profound roots. Our decision to pursue finance stems from observing friends and family grapple with the challenge of securing the guidance they need to navigate their financial future. Witnessing these struggles ignited a determination to leverage our profound understanding of personal finance and drive to empower individuals to prepare more effectively for the future.
Our Team's Expertise and Experience
Our years of experience and expertise in the financial industry have cemented our reputation for making the complex financial world understandable. Our collective motivation is to help you achieve your goals and guide your financial journey.
Commitment to Client Success
Our commitment to our clients extends beyond just that and into our community. We believe everyone should have the opportunity to thrive financially, and we strive to empower our community with the knowledge and financial literacy to make that a reality.
Contact Us: Begin Your Financial Journey With Edify
Your retirement planning journey starts with a conversation. We can guide and support you in developing, implementing, and monitoring a strategy impeccably tailored to your situation. Contact Edify today to take your first step toward financial empowerment.
Our Location and Contact Details
The Edify Financial Consulting Fort Lauderdale Florida office is located at:
1000 Corporate Drive
Suite 700
Fort Lauderdale, FL 33334
Contact us via email:
info@edifyfcg.com
Or give us a call:
Office: (844) 433-4393
Fax: (844) 433-4393
About Us
Years of experience have prepared us to guide you through life's transitions.
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Our Mission
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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Our Team
Our team is ready to evaluate and support all your potential investments.
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