At Edgestone Partners, we offer advice and solutions in the areas of retirement planning, asset management, risk management, estate planning, education funding and business planning. A solid financial plan will take into account the questions listed below.

Time is the most crucial factor in developing a well thought out plan.
The earlier you start the process, the more success your plans will have.

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Advice & Solutions

Retirement Planning

  • How much do I need to retire?
  • Will I outlive my money?
  • When do I want to retire? Full time or part time?
  • How will income tax affect my plans?
  • What do I need to know about government benefits?
  • How does my company pension plan fit into my personal planning strategy?

Asset Management

  • What rate of return am I earning?
  • Is my portfolio rate of return competitive?
  • What rate of return do I actually need to achieve my goals?
  • What management fees am I paying?
  • How much risk should I be taking?
  • Are my investments tax effective?
  • Is my portfolio diversified?

Risk Management

  • How much money will my family or company need in the event of my death?
  • What happens if I become sick or hurt?
  • What does long term nursing care cost?
  • Do I have a sufficient emergency reserve fund?
  • Are my debts under control?

Business Owners

  • Is my partnership agreement up to date?
  • How will I get money out of my business tax effectively?
  • How do I integrate personal and business planning?
  • How can I compensate and retain key personnel?
  • How can my business survive with the sudden death or illness of a partner?
  • Should I have a staff benefit or retirement plan for my employees?

Estate Planning

  • Are all of my documents up to date? (Will, power of attorney,etc)
  • How do I divide and transfer my assets?
  • How do I minimize taxes?
  • Should I be using trusts?

Education Planning

  • How much will my children’s education cost?
  • Which school will they want to attend?
  • Have I utilized available government benefits?