Yardley, PA -- (ReleaseWire) -- 09/03/2019 --Edelman Wealth Management Group, Inc. of Yardley, PA recently launched its groundbreaking online platform, Financial Destinations (whatsyourdestination.com)
"Knowing that our clients' goals are unique to them and that the journey is just as important as the end result, we created Financial Destinations to provide customized roadmaps unique to our clients," said Scott Edelman, President and Founder of Edelman Wealth Management Group.
By asking clients where they want to be next year, in 5 years, or 10, or 20, Financial Destinations and the team at Edelman Wealth Management Group can help clients identify goals and create a holistic risk and asset management plan to guide them to those short and long-term goals.
"In building Financial Destinations, we wanted to make sure that our clients had access to advanced technology with an easy to use client experience to help them reach their goals", said David Weisman, Vice President of Marketing and Development at Edelman Wealth Management Group.
"The life insurance industry is on the verge of the next phase of innovation and we are at the forefront," said Scott. "Regardless of age, health status or credit standing, all people should have access to good, affordable insurance through a seamless online process," he explained. "We believe that Financial Destinations does just that."
"We look forward to continue to add features on our platform to further help clients reach their goals", said Scott.
To learn more about Edelman Wealth Management Group and their Financial Destinations system, visit them at www.edelmanwealthmanagement.com and whatsyourdestination.com.
1000 Floral Vale Blvd, Suite 150 Yardley, PA 19067 215-579-5601
Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.
For immediate release: Contact: David Weisman
09/01/2019 David Weisman – email@example.com 215-579-5601