“Financial Independence is the ability to live from the income of your own personal resources.”
– Jim Rohn
Our goal is to help you implement a plan with multiple strategies to reduce risk for various possible outcomes, without apprehension. There is no one-size-fits-all solution when it comes to planning for your future. To do so we have developed and refined our own process called the Via Appia FORMula which is designed to continuously adjust and monitor your critical life and financial events to keep your plan on track.
Our team focuses on meeting the needs primarily for successful families and a select group of individuals who, among other things, aspire to a work optional lifestyle and have the desire to secure a family investment legacy for second and third generations to come.
Our Other Professional Resources
As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.
Our Strategic Partners Include:
- Estate Planning Attorneys
- Elder Law Attorneys
- Retirement Plan Administrators
- Certified Public Accountants
- Business Law Attorneys
- Business Valuation Professionals
Our team focuses on meeting the needs primarily for successful families and a select group of individuals who, among other things, aspire to a work optional lifestyle and have the desire to secure a family investment legacy for second and third generations to come.
We engage in panoramic financial planning in the context of a long-term partnership with you through our own process, the Via Appia FORMula. To maintain a successful working relationship, one where we can help you achieve your financial and lifestyle goals, you can expect that we will consistently and responsibly perform all the services outlined below.
We Will Always:
- Acquire and maintain a thorough understanding of your financial goals
- Update your current financial information as your life unfolds and needs evolve
- Carefully determine and monitor your investment risk and time-frame
- Explain the implications of all recommended financial planning strategies
- Update you as appropriate by appointment, email, mail and phone
- Hold regular strategic assessment meetings to monitor your financial plan
- Act as your primary financial advisor and steward of your financial future
- Coordinate with other financial professionals when your plan requires it
Having a solid partnership is essential to effective financial planning. To this end, our stewardship framework is designed to keep us informed of any new developments that might affect these strategies. There is no winging it; nothing is left to chance.
Benjamin F. Edwards was born out of the desire to find a better way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the Via Appia FORMula, helps you pursue your financial independence.
Having developed and refined this process, some things have become clear …
At Benjamin F. Edwards, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for. In doing that, we are able to provide an elevated client experience keeping all the pieces of each client’s individual financial plan in place.