Discover a complete range of financial solutions at Modern Edge Capital, delivered with accessibility, enthusiasm, and precision. From retirement planning to wealth management and beyond, our expert team is eager to partner with you to secure your financial future.
At Modern Edge Capital, our commitment is to deliver a retirement planning experience tailored to your distinct goals, removing unwanted financial stress through expert retirement planning.
Our efficient virtual and in-person process offers rapid access to top-tier financial planning and wealth management services. Avoid delays or traffic—just instant connectivity with our team, ready to elevate your retirement strategy today.
A fully comprehensive and curated plan that considers every detail of your current lifestyle and the one you envision, ensuring your retirement planning and wealth management are perfectly aligned with your aspirations.
A retirement planning solution defined by your vision alone. We cut through the clutter, providing financial planning and wealth management with unmatched accuracy for your secure future.
Retirement flips the script—no more regular paychecks. Now, it’s about smartly tapping your savings to build a lasting income stream. Are you prepared to create a retirement plan that ensures your funds endure? Modern Edge Capital’s expert retirement planning and income strategies are here to guide you every step of the way.
At Modern Edge Capital, we focus on your financial horizon so you can savor your retirement worry-free. Our expertly crafted retirement strategy minimizes risks—such as market downturns, inflation, or liquidity shortages—ensuring your wealth management plan keeps cash accessible when you need it most.
Modern Edge Capital delivers a full suite of wealth management and financial planning services for affluent clients seeking a unified, holistic approach to their future. Our comprehensive guidance transforms your retirement planning goals and lifelong dreams into reality, all under one trusted roof.
Life insurance is a vital piece of your financial strategy at Modern Edge Capital. It safeguards you and your loved ones against the unexpected while offering options to enhance wealth preservation, ensuring your assets thrive for future generations through smart retirement planning.
Annuities are powerful financial planning tools that secure a retirement income stream you won’t outlive. Unlike the annuities of past generations, today’s options are highly customizable. At Modern Edge Capital, we’ll guide you through tailored wealth management solutions to find the perfect fit for your needs.
Taxes can erode your retirement income or legacy more than you anticipate. At Modern Edge Capital, our tax planning expertise crafts efficient strategies within your financial plan, ensuring more of your hard-earned wealth stays with you and your loved ones through smart wealth management.
Whether you favor a hands-off “set it and forget it” approach or prefer active involvement, Modern Edge Capital tailors an investment strategy to your risk tolerance and retirement planning goals. As life evolves and risk preferences shift, our wealth management adapts to keep your financial future on track.
Your financial planning today shapes the legacy you leave behind. Modern Edge Capital guides you with legacy planning strategies to ensure your assets benefit the people or causes you cherish most, securing your wealth management vision for generations to come.
Modern Edge Capital helps you assess your IRAs and 401(k)s to decide if an IRA rollover fits your retirement planning needs. Whether you’re eyeing Roth IRA tax benefits, aiming to consolidate accounts, or exploring new wealth management options, our expert guidance simplifies the process.
For retirees, outliving good health can strain both mind and wallet. Planning for long-term care with Modern Edge Capital eases today’s retirement planning worries and offers future relief for your loved ones, securing your financial strategy against life’s uncertainties.
Our expert team of financial advisors at Modern Edge Capital is dedicated to delivering innovative, comprehensive retirement planning and wealth management services, designed to unlock your financial potential. Ready to get started?
Curious about retirement planning or wealth management with Modern Edge Capital? We’ve got you covered! From how we secure your assets to what sets us apart, our answers provide clarity and confidence. Explore tailored solutions and expert insights designed to meet your financial goals—read on to discover how we can support your journey to a thriving future!
Wondering what to bring to your initial meeting? All you need are your financial questions and aspirations! Our first consultation is a relaxed conversation designed to explore your needs and outline how our retirement planning and wealth management services can help. No paperwork is necessary—just come prepared to share your vision for your financial future, and we’ll take it from there!
Yes, you can absolutely transition to Modern Edge Capital as your financial advisor, no matter where you live—Florida or beyond! We proudly serve clients across the country, offering flexible remote consultations via phone or video to fit your schedule and location. Start securing your retirement and wealth management goals with us today!
Wondering how often to revisit your financial strategy? We recommend reviewing your retirement plan and wealth goals with your Modern Edge Capital advisor at least once a year—or whenever life throws a curveball like a new job, marriage, or nearing retirement. Staying proactive keeps your plan aligned with your evolving needs and aspirations!
At Modern Edge Capital, we reject outdated, cookie-cutter strategies like the traditional 60/40 or 80/20 models—because today’s wealth management demands more. Our Wealth Managers know every client is unique, so we deliver fully customized retirement planning and financial solutions tailored to your specific short-term needs and long-term ambitions. This personalized approach ensures lasting financial security and confidence, distinguishing us from firms stuck in the past.
Modern Edge Capital is an SEC-registered investment adviser and wealth management firm specializing in asset management for high-net-worth individuals. Committed to excellence, we strive to deliver the highest standards of service and integrity in every client relationship, ensuring your retirement planning and financial goals are met with expertise and care.
At Modern Edge Capital, we prioritize the security of your wealth by partnering with Hornor, Townsend & Kent, LLC., a trusted custodian registered with the SEC and a member of FINRA and SIPC. This ensures your assets are protected under the highest compliance and security standards, including the SEC’s Customer Protection Rules to prevent misappropriation. As a regulated broker-dealer, Hornor, Townsend & Kent, LLC. adheres to strict guidelines designed to safeguard your brokerage accounts, giving you confidence in the safety of your retirement and investment portfolio.
Retirement planning is the strategic process of securing your financial future for when you stop working. It includes defining retirement goals, calculating the funds you’ll need, and growing your savings through smart investments. At Modern Edge Capital, effective retirement planning guarantees lasting financial security, supporting the lifestyle you envision throughout your golden years.
Steering clear of these pitfalls can enhance your financial security in retirement with Modern Edge Capital’s expert retirement planning: 1. Starting Too Late: Procrastinating limits your savings’ growth for a robust retirement plan. 2. Not Saving Enough: Underestimating funds needed risks an underfunded retirement lifestyle. 3. Overlooking Health Care Costs: Ignoring rising health expenses can derail your financial strategy. 4. Ignoring Tax Implications: Skipping tax planning shrinks your retirement savings. 5. Lack of Diversification: Over-reliance on one investment threatens your wealth management. 6. Withdrawing Too Early: Early withdrawals trigger penalties, stunting long-term retirement growth. 7. Failing to Plan for Longevity: Underestimating lifespan may leave you short in your golden years.
We encourage you to verify your financial professional’s background using FINRA’s BrokerCheck. The information provided here comes from sources we believe to be reliable, but it’s not intended as tax or legal advice—please consult a qualified professional for guidance tailored to your situation. This content is for general informational purposes only and not a solicitation to buy or sell securities. Securities and investment advisory services are offered through Hornor, Townsend & Kent, LLC (HTK), a Registered Investment Advisor and member of FINRA/SIPC, located at 600 Dresher Rd., Horsham, PA 19044 (800-873-7637, www.htk.com). HTK, a wholly-owned subsidiary of The Penn Mutual Life Insurance Company, is unaffiliated with 1847 Financial and other entities listed. Opinions expressed are those of Modern Edge Capital and may not reflect HTK or its affiliates, who do not provide tax or legal advice. We are licensed for insurance and securities in Pennsylvania—contact us for a full list of licensed states. This is not an offer or solicitation in states where we are not properly licensed or registered. Always seek personalized advice from a qualified advisor for your unique circumstances.
