Lots of people have retirement accounts or a stock portfolio. What they don't have is a strategy to turn those savings into a lasting and fulfilling retirement. That's where we come in. For many, a tax-deferred 401k or IRA is a ticking time bomb. We can help build a long-term withdrawal strategy outlining predictable income without unnecessary tax exposure.
An EdgeRock Summit Plan is a complete strategy for income, healthcare, Social Security, legacy planning, and anything else that comes along. Knowing how and when to file for Social Security can have a significant impact on your retirement. Come to learn about us and walk away with crucial information concerning taxes, investing, and retirement.
An EdgeRock Summit Plan is a complete strategy for income, healthcare, Social Security, legacy planning, and anything else that comes along. Knowing how and when to file for Social Security can have a significant impact on your retirement. Come to learn about us and walk away with crucial information concerning taxes, investing, and retirement.
Services
About
Report
Our team can't build an EdgeRock Summit Plan until we know your goals. What are the causes you value? Who are the people you cherish? Before we ever discuss a financial account, we get to know what's important to you and how you plan to spend your time and earnings once you're done punching the clock.
Meet Our Team
Report
Kyle O'Dell began crafting financial strategies to help meet the complex needs of families more than two decades ago - and his commitment to their lasting financial goals has only grown stronger since. As president of EdgeRock Wealth Management, he brings an unrelenting passion for solving problems and a keen understanding for the demanding expectations of his clients.
Attend an Event
Report
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
Reviews
Be the first to review EdgeRock Wealth Management.
Write a Review
