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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:

Plan retirement

Manage risks

Reduce taxes

Invest carefully

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.