Ed's business is one in which he strives to help people pursue their dreams. Financial planning is the vehicle used to help provide that opportunity. The reality is most dreams have a financial component. Whether someone dreams of buying a new car, retiring early, or spending more time pursuing a passion, a financial plan is necessary if the dream is to be accomplished.
Clients dreams provide a rare insight into their philosophy about life and money, and in turn, empower Ed to manage their money while striving to increase the possibility of attaining those dreams.
Ed has worked as a financial professional for over 20 years, in roles from registered representative to branch manager to president of his own firm. All these experiences have taught Ed that everyone he works with is unique and deserving of a financial plan specifically designed to pursue their goals. Firmly believing that learning should never stop, Ed takes every opportunity he can to increase his knowledge to better serve his clients. He takes this belief in education and applies it to his clients as well, taking time to make sure they understand the actions and solutions that make up their plan.
Ed specializes in helping individuals manage their 401(K) through the use of Self Direction Brokerage Accounts, specifically Personal Choice Retirement Accounts® (PCRA). These accounts give investors more choices and flexibility in investing their retirement funds, hopefully allowing a more tailored approach to the portfolio in order to more closely match their needs.
Securities offered through LPL Financial, Member FINRA and SIPC. Investment Advice offered through VisionPoint Advisory Group, a registered investment advisor. Five Talents Financial Management Group, VisionPoint Advisory Group, and LPL Financial are separate entities.