Financial Advising

Let us help you with wealth management and retirement planning. We can do more than insurance, let us help you manage all of your assets.

Financial Advising

Let us help you with wealth management and retirement planning. We can do more than insurance, let us help you manage all of your assets.

Because of the unpredictability of life and complexity of today's financial markets, we're proud to be at the forefront of integrating life planning with financial planning.

As always, Eden Insurance and Financial Services is committed to providing you with superior service. We’re excited to announce we’ve partnered up with Wealth Management in a Box™ powered by Beacon Retirement Planning Group (BRPG) so, together, we can focus on helping you achieve your financial goals and dreams.

Maybe you’re getting married, having a baby or planning for retirement. With these changes come important financial decisions. Where do you start? What should you be concentrating on? Is there anything you’re forgetting? These events can take an emotional toll and the best way to prevent bad decision-making is to be informed and prepared.

What can Eden Insurance & Wealth Management in a Box help with?

  • Asset Protection
  • Retirement Income Planning
  • 401(k) rollovers
  • 401(b) planning
  • Estate Planning
  • Investment Management
  • IRA Rollover
  • Legacy Planning
  • Life insurance and annuities
  • Long-term care
  • Medicare planning
  • Small Business Owner Leverage Planning
  • Social Security maximization
  • Tax planning
  • Tax efficient strategies for individuals

What Is Wealth Management in a Box™?


Wealth Management in a Box™ powered by BRPG is proud to be at the forefront of the pioneering trend of integrating life planning with financial planning. Who you are and what you care about is of paramount importance to the work we do together.

  • Comprehensive Plans

    We’re here to help you define and design your unique version of "the rich life." This dynamic team-based endeavor allows us to develop a comprehensive financial life plan that aligns with your values and priorities and supports your life goals.

  • Long-standing history

    Throughout our 27+ years in the business, our focus has always remained the same: helping you achieve your financial goals and dreams. That’s just one of the reasons we believe that a plan is such a powerful tool.

  • Collaborative Approach

    So, to best serve you, we take a collaborative approach and work with the team at Eden Insurance and Financial Services as they play an important role in helping you achieve your wealth and lifestyle goals. Our expertise lies in zeroing in on what’s important to you and your family, and to understand your vision for an ideal life, now and in the future.

Take the future into your own hands.
Talk to us today.