Let's Start Planning Your Financial Future Today

An Edelman Financial Planner can help you build a plan in just 3 simple steps.
  • 1. Talk

    We'll actually listen as you explain your needs, dreams and fears. Then we'll design a personalized plan that shows you how we can help you reach your financial goals.

  • 2. Act

    We work together to implement the plan. Then your Edelman Financial Planner will keep you updated on where you stand and adapt the plan as life happens.

  • 3. Relax

    We're here for you whenever you need us. Call your Edelman Financial Planner at any time, for any reason. Buying a new car? Ask their advice. Been offered a new job? Give us a call. Daughter got engaged? Your Edelman Financial Planner will help you figure out how to pay for the wedding!

    If a dollar sign is involved, we can help. Call us at (866) PLAN-EFS.