Lots of people have retirement accounts or a stock portfolio. What they don't have is a strategy to turn those savings into a lasting and fulfilling retirement. That's where we come in. For many, a tax-deferred 401k or IRA is a ticking time bomb. We can help build a long-term withdrawal strategy outlining predictable income without unnecessary tax exposure.
An EdgeRock Summit Plan is a complete strategy for income, healthcare, Social Security, legacy planning, and anything else that comes along. Knowing how and when to file for Social Security can have a significant impact on your retirement. Come to learn about us and walk away with crucial information concerning taxes, investing, and retirement.
An EdgeRock Summit Plan is a complete strategy for income, healthcare, Social Security, legacy planning, and anything else that comes along. Knowing how and when to file for Social Security can have a significant impact on your retirement. Come to learn about us and walk away with crucial information concerning taxes, investing, and retirement.
Services
Our team can't build an EdgeRock Summit Plan until we know your goals. What are the causes you value? Who are the people you cherish? Before we ever discuss a financial account, we get to know what's important to you and how you plan to spend your time and earnings once you're done punching the clock.
Kyle O'Dell began crafting financial strategies to help meet the complex needs of families more than two decades ago - and his commitment to their lasting financial goals has only grown stronger since. As president of EdgeRock Wealth Management, he brings an unrelenting passion for solving problems and a keen understanding for the demanding expectations of his clients.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
Reviews (6)
Jack Johnson
Sep 02, 2021
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EdgeRock provides outstanding service. Active Wealth Management. Retirement planning. Partnered estate planning. Personalized professional guidance tailored for our family situation. I rest with confidence that my assets are protected from dramatic downswings and are optimized for today’s economic conditions.
Robert Skiles
Sep 01, 2021
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We have been clients of Edgerock Financial for over 4 years. We meet with Kyle at least once a year to evaluate our investment portfolio. If we have any questions, Kyle is thorough in his explanation and makes sure we understand. Unlike brokers we have dealt with in the past, Kyle puts us first! Kyle and his entire team truly care about their clients. My wife and I sleep better knowing our investment future is with EdgeRock.
DnD Morris
Aug 29, 2021
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We joined EdgeRock over a year ago, and we are thrilled that we did! We feel very comfortable with their business model (as it aligns with our investment preferences). The entire team is experienced, professional, helpful and extremely nice. Kyle and Rob have both been amazingly responsive over the past year. Looking forward to sharing our future with this great team!
Jennie Grondorf
Aug 28, 2021
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Positive: Responsiveness
Kyle has represented us for almost 9 years. I am always very confident that our portfolio is well taken of. The security of our account is my #1 concern and Kyle is aware of this and is always responsive of any issue we may have. He is always available for us, no matter how busy he is.
Kyle has represented us for almost 9 years. I am always very confident that our portfolio is well taken of. The security of our account is my #1 concern and Kyle is aware of this and is always responsive of any issue we may have. He is always available for us, no matter how busy he is.
Sandy H.
Aug 25, 2021
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Moving to Kyle and team has been a great move for my husband and me. Given his role as a fiduciary, he has really helped us plan for our future in a way our prior advisor had not. He has presented numerous options to us for consideration on how we'd like to manage our portfolio, clearly helping us understand the advantages/disadvantages of each option.
He explains things in a way that is easy to understand as well. The entire EdgeRock team is responsive and really makes you feel like a valued client. We highly recommend this group.
He explains things in a way that is easy to understand as well. The entire EdgeRock team is responsive and really makes you feel like a valued client. We highly recommend this group.
Mary Griswold
Aug 15, 2021
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After a long search for a Financial Planner, I met with Kyle O'Dell and I really liked him. He was genuinely concerned about misguided information I received and explained things so that I could understand. He was quite patient with me and took as long as I needed to go over anything and everything I wanted to feel comfortable, and I did! I've been very happy with Kyle going on 5 years and have brought many coworkers, family and friends to him whom all share the same feeling of comfort that I do with EdgeRock Wealth Management. I now see that I have a retirement life planned for me! I stand by
