LET US HELP YOU REACH YOUR DESTINATION

destinationnoun | des·ti·na·tion

1. the ultimate end or purpose for which something is created or a person is destined

“Our mission is to help you reach your destination by providing the wisdom to

accumulate, protect, and transfer your assets ”

Scott D. EdelmanPresident | Edelman Wealth Management Group

GET TO KNOW EDELMAN

OUR STORY

Edelman Wealth Management Group was founded by Scott D. Edelman, who saw that people were not getting the advice they needed to feel secure in their financial future. Scott started his own firm in 1996 and focused on helping people feel that they could realize their lifestyle and financial goals.

Edelman Wealth Management Group was created with the idea that clients were family, not investment accounts. Individual stories mattered more than collective wealth.

Today the team provides personalized insurance and wealth management to clients around the nation.

I N D I V I D U A L S & B U S I N E S S E S

Edelman Wealth Management Group guides both individuals and businesses.

I N D I V I D U A L S B U S I N E S S E S

Build a Comprehensive

Personal Roadmap

Grow Your Assets to Follow

Your Dreams

Protect Your Family & Provide for Their Future

Retire Not Just Comfortably, but

in Style

Provide for Your Employees’ Retirement

Attract & Compensate

Talent

Safeguard Your Employees’

Health

Plan for Your Company’s

Future

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SERVICES WE PROVIDE

1I D E N T I F Y Y O U R G O A L S

No one is alike. Your goals are unique to you as are the challenges that may be in your path. Talk to us about what you would like to achieve.

2M A N A G E Y O U R R I S K S

Insuring against risk is a vital part of wealth management that not many advisors address. We

work with the leading carriers to make sure that you are being quoted the most competitive rates for the most comprehensive coverage. But most

importantly, we make sure that the insurance you pay for compliments the wealth you are managing.

I N V E S T M E N T S+

I N S U R A N C E

3A D A P T T O Y O U R C H A N G I N G S I T U A T I O N

Life changes. Your wealth management strategy should change with it. Let us be there with you in those moments.

• Have kids? Talk to us about college planning

• Have a new job? We can discuss options for your 401(k)

• Thinking of retiring? Work with us to make sure you are prepared

4A D V O C A T E F O R Y O U

You are not on your own. We are here to answer every question, address every fear, and celebrate

every milestone. We can help you understand why you might not want to accelerate retirement

distributions or why it might be a good idea to take control of your social capital.

Don’t know what social capital is? That’s why we’re here.

You could ask the internet, but are you

sure you know the right questions to ask?

5R E A C H Y O U R F I N A N C I A L D E S T I N A T I O N

The journey is just as important as the destination. Learn more about what it means to have a Financial Destination and how we can help guide your journey to it.

WHAT’S YOUR FINANCIAL DESTINATION?

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HELPING INDIVIDUALS

Life is complicated and the paths you could take are endless.

We can’t promise that we can make your life less complicated, but we can help make your financial decisions simpler. Let us help you identify what your goals are and create a roadmap for reaching them by managing both investments and risks.

F I N A N C I A L N E E D S A N A L Y S I S R E T I R E M E N T F U N D I N GF I N A N C I A L N E E D S A N A L Y S I S

I N V E S T M E N T P L A N N I N G E S T A T E C O N S E R V A T I O N

Education Funding

Section 529 College Savings Plans

Disability Income & Life Insurance Needs Analysis

Long-Term Care Insurance Needs Analysis

Pension Maximization

Qualified Distribution Analysis

Income Needs Analysis

Analysis of Risk Tolerance

Asset Allocation/Portfolio Construction

Manager Research/Monitoring

Estate Tax Calculation

Estate Transfer Techniques

Estate Planning Strategies

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Q U A L I F I E D R E T I R E M E N T P L A N SE M P L O Y E E B E N E F I T S

B U S I N E S S S U C C E S S I O N P L A N S E X E C U T I V E C O M P E N S A T I O N P L A N S

Dental & Vision Plans

Short and Long-Term Disability

Group Life/AD&D

Group Medical & Health Plans

Provider Network Evaluation and Selection

Utilization & Cost Comparisons

Full Selection of Voluntary Benefits

Qualified Pension & Profit Sharing Plans

SEP IRAs

Simple IRAs

401(k) Plans

Qualified Plan Analysis

Buy/Sell

Key Person Indemnification

Family Equalization Techniques

Section 162 Bonus Plans

Deferred Compensation

Split Dollar Funding

SERVICING BUSINESSES

Running a business is a complex situation...

…let us help you navigate it.

What is group life and do we

need it?

How much should we

contribute to a 401(K)?

How do we attractexecutive

talent

As an owner or manager of a business, there are a lot of competing responsibilities pulling you in different directions. Let us manage some of those responsibilities. We can help you protect your employees and provide for their future.

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WHAT’S YOUR DESTINATION

Where do you want to be next year? How about in 5 years, or 10, or 20? We can help you identify your goals and create a holistic risk and asset management plan to guide you to those short and long-term goals.

L E T U S H E L P Y O U R E A C H Y O U R D E S T I N A T I O N

S T A R T H E R E :H O L I S T I C P L A N N I N G

We are not your typical financial firm. We think outside the box

and have the ability to help you with all aspects of your life.

U N D E R S T A N D A B L E R E C O M M E N D A T I O N S

We understand your needs and deliver on a customized, easy to

understand roadmap.

P E R S O N A LA D V O C A T E S

Our service team is with you every step of the way. We

advocate for you and your best interests.

R E S P O N S I V E M A N A G E M E N T

We guide and educate. We respond to unexpected events

and help you adjust your financial plan.

D E S T I N A T I O N R E A C H E D

We have the right team to help you achieve your goals.

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S T A R T H E R E : W H A T A R E Y O U R G O A L S ?

What’s your destination

Edelman Wealth Management Group, Inc1000 Floral Vale Blvd #150

Yardley, PA 19067

info@ewmginc.comPhone: 215-579-5601

Fax: 215-579-5604

www.edelmanwealthmanagement.com

Registered Representative ad Investment Adviser Representative of and offers securities and advisory services through Signator Investors, Inc. 380 Stuart Street, 8th Floor, Boston, MA 02116. 888-333-3087. Member FINRA, SIPC and an SEC Registered Investment Advisor. Edelman Wealth Management Group,

Inc. and Signator Investor, Inc. are unaffiliated. SMAR #: 199-20170802-389361

© Edelman Wealth Management Group, Inc 2017