Modern Edge Capital’s investment management services are designed to maximize your retirement savings with a tailored strategy that aligns with your risk tolerance and retirement timeline. Our holistic approach serves affluent clients seeking comprehensive financial planning in one trusted place, crafting diversified portfolios across various asset classes for balance and growth. We take a deep dive into your goals and dreams, offering expert wealth management guidance to ensure your investment strategy not only secures your financial future but brings your retirement vision to life.
When it comes to securing your retirement, expert guidance is key. At Modern Edge Capital, our seasoned financial advisors bring years of retirement planning expertise to craft a personalized strategy just for you. More than just advisors, we’re your partners in building a bright financial future, ready to navigate what’s next with tailored wealth management solutions.
Let’s shape your financial future together with Modern Edge Capital, so you can live life your way. Our team is eager to discuss your retirement goals and financial planning needs—book a virtual meeting anytime with our open calendar for a convenient, personalized consultation!
Contributing to a retirement plan creates a nest egg that fuels future income. With Modern Edge Capital, your retirement savings ensure financial security, empowering you to sustain your lifestyle comfortably throughout your golden years.
Starting your retirement planning early with Modern Edge Capital harnesses compound interest to grow your savings over time. This builds a larger nest egg, delivering greater retirement income and financial security for your future.
Planning for retirement today with Modern Edge Capital leverages time and compound growth to boost your savings. It also gives you flexibility to tweak your retirement strategy while still earning, ensuring a robust nest egg for lasting security.
Retirement planning is essential to secure ample savings and income for your future. Without a solid financial plan from Modern Edge Capital, covering lifestyle needs and medical expenses could falter, jeopardizing your financial security in retirement.
Expert financial advisors, retirement planners, and wealth managers at Modern Edge Capital provide thorough retirement planning and ongoing management to secure your financial future with tailored, comprehensive strategies.
We work with trusted custodian Fidelity, to securely custody and protect your assets. Fidelity is registered with the SEC and is a member of both FINRA and SIPC, ensuring the highest standards of compliance and security. Fidelity adheres to the SEC’s Customer Protection Rules, safeguarding your assets against misappropriation.You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
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.
