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Financial Services

for

Business Owners

Business Consultation and Strategies

Our team understands that the financial issues that face business owners are complex and numerous. Since deciding to start your own business or transitioning into an ownership role, you’ve had to be laser-focused on providing the best product, service, and experience for your customers, and your stakeholders.

It is our mission team to provide you with that very same level of focus, attention, and support in continuing to grow your success.

Whether your business is in its infancy, or you are making critical decisions to ensure its success after you retire, there are numerous benefits of working with a financial planner. With your goals in mind, let’s have a conversation about Key Business Strategies and how we may help in creating a better future for you, your family, your business, and your employees.

Key Business Strategies

  • Financial Statement Analysis 

  • Employee Retention Strategies

  • Executive Compensation Planning

  • Group Benefit and Retirement Planning

  • Succession and Estate Planning**

  • Financial Team Coordination  

**Estate Planning services are provided working in conjunction with your Estate Planning Attorney,
Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

OSJ: Six PPG Place, Suite 600 Pittsburgh, PA 15222. 412-562-4411

Edge Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, Or its Affiliated Companies

CRN#202203-255219