Building & Preserving Wealth...for Generations
That some should be rich, shows that others may become rich, and, hence, is just encouragement to industry and enterprise.
Abraham Lincoln
I believe:
Through thoughtful listening, and careful application of my knowledge of financial planning, I can positively impact the lives of my clients.
That protecting and caring for families is one of life's greatest callings.
That I can help my clients attain their financial goals
In telling my clients what they need to hear, not necessarily what they want to hear.
As an advocate with great integrity, I take the moral high ground.
There is no such thing as one-size-fits-all when it comes to managing wealth. That is why our financial professionals work closely with you
to address your unique needs and assist you with the following strategies and goals:
•Cash management
•Custody services
•Risk management
•Wealth accumulation
•Financial independence
•Wealth transfer
•Managed money programs
•Advanced estate planning
•Retirement planning
•Investment strategy development
•Business succession planning
Our comprehensive strategies include:
•Tax-advantaged Retirement
•Investment Planning*
•Asset Protection
•College Funding Strategies
•Estate Planning Strategies
•Legacy Strategies
•Tax-Efficient Income Distribution Strategies
•Charitable Gifting
•Long-term Care
Here are some of the most common concerns we hear when we ask our business clients what keeps them up at night:
•“Taxes are killing me!”
•“What happens to the business if I die or become disabled”?
•“We struggle to attract quality employees and worry about losing our key employees.”
•“Our benefit costs are skyrocketing!”
•“My business IS my retirement. How soon can I retire?”
•“I don't have an exit strategy.”
So how do we help?
We specialize in the integration of business and personal financial strategies. By offering comprehensive planning services for small to mid-size businesses, we are able to bridge the gap between the
financial needs of the business and the owner’s personal financial needs. We apply our expertise in financial services such as tax-advantaged retirement strategies, insurance, asset protection,
executive benefits, succession planning, employee benefits, investment management and many other areas to give our business clients coordinated strategies for all of the financial challenges they
face.
You can benefit from our years of experience, as well as from the professional and reliable manner in which we conduct business. Edmond Consulting Group LLC helps you find the right solutions for your financial needs.
With financial and business success come the need for trusted advice and guidance. At Edmond Consulting Group LLC, we have been long committed to creating customized solutions addressing equity management, investment and business development concerns, delivering a collaborative effort to accomplish our clients’ financial and business goals.
Established in 2000, Edmond Consulting Group LLC provides equity management, investment and business development solutions to the bay area’s many property and business owners.
Our Clients
Custom Solutions
Because our clients are uniquely individual, Edmond Consulting Group LLC offers a wide range of solutions tailored to your specific goals:
We are active in both the negotiations and funding of residential/ commercial short sales for our clients and the acquisition of residential/commercial real estate assets throughout the continental united states. With a combined 9+ years in various aspects of residential/commercial real estate our principals provide a personal, hands on approach to the transactions of our firm.
Unlike a bank that requires a lengthy approval process, our services are simple and fast. Edmond Consulting Group LLC will provide you with the financing you need to help your business grow now – not in a few weeks or months.
There is no faster financial service available for business. We provide cash flow services to many companies who do not qualify for traditional bank financing and have been turned down by many other lenders. We want to do business with you, regardless of your financial situation.
We assist large companies, as well as startups. Instead of focusing on your company's financial statement we look at the big picture. While we have excellent, competitive solutions for existing, well established companies, we also consider companies experiencing financial challenges, and are very successful in helping new companies meet their financial projections.
Our Expertise are:
We understand your need to access cash and other financing solutions to keep your business strong and successful. We are constantly striving to provide you with the best-in-class service as we support your business needs. We work harder to ensure your account is always serviced promptly and properly.
WE offers genuine professionalism and seasoned expertise combined with broad and deep financial resources. If you are looking to buy or sell commercial real estate assets, need assistant in the write down, work out or short sale of your commercial real estate assets, or are an experienced investor seeking a professional firm to handle their current pipeline contact us at erica@consultwithedmond.com.
Our success is based on our adherance to maintain the highest level of integrity, ethics, and honesty. We provide results where others fail. Contact us today to experience THE EDMOND Difference!
You're interested?
Get in touch with us at 803 386-9751. We'll gladly offer you our advice!