Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Mark Ede graduated from the University of Iowa in 1996 with degrees in Finance and Economics. While at Iowa, Mr. Ede was a 3 time Academic All-Big Ten award winner and earned 3 Varsity Letters while playing football for the Hawkeyes.
Upon graduating he immediately began his career in Retirement Planning while working at his family owned Advisory. For the last 22 years Mark has been helping families with their retirement planning needs, specifically with engineering lifetime income streams derived from the industries best investment products, combined with the Optimization of his client’s Social Security Benefits.
Mr. Ede is 1 of only 1,500 Advisors in the country to have obtained his NSSA (National Social Security Association) designation, which is the only FINRA recognized Social Security planner’s designation, making him one of the foremost experts in all of Chicagoland in this crucial aspect of Retirement Planning.
Mr. Ede lives in Warrenville with his wife Christa, and has 3 children, his son Xander, age 12, daughter Lexie, age 10, and daughter Kenxie, age 8.
Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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