Our Edison Advantage
Through 30 years of helping clients manage Edison’s compensation, benefits, and retirement packages, we have gained the direct experience and knowledge to advise Edison employees to and through retirement. We’re able to offer the lessons and wisdom from previous retirees to the next classes of retirees. Our firm was built around serving Edison clients, and we’re committed to continuing this legacy of service and integrity.
Special offerings for Edison clients
Complimentary consultation
Retirement evaluation, planning, and roadmap
Edison 401(k) Savings Plan investment advice
Edison pension plan retirement evaluation
Company benefits analysis
Tax planning and strategy
Our Edison retirement roadmap
We have a four-step strategy for retirement and wealth management success:
The Fiduciary Duty
CERTIFIED PLANNING PROFESSIONALTM professionals are held to rigorous ethical standards. A CFP® professional must act as a fiduciary, which means they must always act in the client's best interest when providing financial advice.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.