Investing is key to building wealth, but taxes can shrink your returns if you’re not strategic. At Modern Edge Capital, we simplify tax-efficient investments, guiding you through tax-advantaged accounts and options that minimize your tax burden.
Help you grow your retirement savings and keep more of your money with actionable financial planning insights. Taxes can erode your retirement income or legacy more than you expect—our tailored tax-efficient strategies ensure your hard-earned dollars stay with you and your loved ones.
Our expert financial advisors at Modern Edge Capital plan for long-term capital gains, harnessing lower tax rates to grow your wealth efficiently over time. Take charge of your wealth management and start optimizing your financial future today
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!
Tax planning is the process of reviewing your financial situation to legally reduce your tax liability. At Modern Edge Capital, we optimize your financial strategy by timing income, maximizing deductions, and choosing tax-efficient accounts, ensuring your retirement planning keeps more money in your pocket.
Taxes can erode your investment returns over time, shrinking your wealth without a solid strategy. Modern Edge Capital’s tax planning maximizes your after-tax income, aligning your financial plan to secure your retirement goals and long-term prosperity.
Tax planning strategies at Modern Edge Capital reduce your tax burden through smart moves like boosting retirement contributions, harvesting capital losses, making charitable donations, maximizing deductions, timing income, and leveraging tax-advantaged accounts. Our retirement strategies ensure your wealth grows efficiently.
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!
Taxes can erode your investment returns over time, shrinking your wealth without a solid strategy. Modern Edge Capital’s tax planning maximizes your after-tax income, aligning your financial plan to secure your retirement goals and long-term prosperity.
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.
