Building Wealth and Earning Trust
We help affluent individuals and institutions by providing a road map for their financial journey. Utilizing a thorough process which identifies your priorities and goals, we help you to maximize your confidence in a successful retirement backed by a sound financial plan. We listen before everything else and make sure your plan aligns with your goals and dreams and then we implement your plan with your objectives in mind.
Using wealth planning software, we can simulate many possible scenarios that you might encounter throughout your financial journey and chart a path to your goals. We communicate frequently and in simple terms to make necessary adjustments so that we can help you accomplish your goals. We see ourselves as your pilots; we plot a course for your financial journey and help you navigate to get to your destination.
Edgar Love is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, Arkansas, California, District of Columbia, Florida, Georgia, Kentucky, Maine, Maryland, Montana, North Carolina, North Dakota, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia and Wisconsin. Edgar is licensed to offer insurance and annuity products to residents in North Carolina and Virginia.