Our Financial Planning Services   

Pedey Group works to implement and communicate comprehensive financial strategies clearly and effectively.

 

 

 

Investment Planning

We assess your current financial portfolio, situation, and goals, and then develop a plan of action tailored to your risk tolerance and planning horizon. Then, we execute the plan based on your current and future financial needs, providing advisory support and updated strategy on an ongoing basis. 

 

Risk Management and Insurance Planning

An often overlooked, but vital, aspect of Financial Planning, our Risk Management and Insurance Planning services help evaluate your areas of risk exposure, assess your current policy terms and their relevance, and determine what policy modifications or additional coverage would be ideal. 

 

Cash Flow and Budgeting

Cash flow analysis is a cornerstone of financial planning. We work with you to review your current and projected cash flow, including income, expenses, debt, and cash needs, and help create a spending plan and savings plan that complements your lifestyle and helps bring you closer to your financial goals. 

 

Retirement Planning

Based on your unique situation and retirement goals, we create a robust retirement plan that supports your future ambitions for a fulfilling lifestyle. We also work in close collaboration with you and your full network of financial professionals to ensure your retirement plan is resilient and responsive to any changes that may arise. 

 

Estate Planning

Our estate planning services ensure your legacy — and your loved ones — are protected into the future, carrying forward the positive impacts of your wealth. We work with you to set up powers of attorney, wills, trusts, and any other legal means to effectively and correctly distribute your accumulated assets, when the time comes.

 

Planning for Loved Ones

We create and implement a plan that ensures your financial position and strategy supports the current and potential needs of your children, parents, or other family and loved ones.

 

Tax Awareness

Working in coordination with your CPA, we establish tax-efficient investment and income strategies advantageous to your financial situation and goals.

 

Coordination and Collaboration

We develop collaborative relationships with your entire network of financial professionals. This thoughtful, strategic support adds value and insights to every aspect of your financial plan.

 
 

We also communicate our insights with you regularly, ensuring that your financial plan is in an advantageous position to respond effectively to changes in goals or life circumstances. 

 


 



 

Financial services provided by the Pedey Group team include:

  • Comprehensive wealth management
  • Traditional IRA
  • Rollover IRA
  • Roth IRA
  • Retirement and pension plan services
  • Corporate accounts
  • Annuities and life insurance
  • Long term care insurance
  • College planning
  • Trust and estate planning through D.A. Davidson Trust Company
  • Qualified Charitable Donations (QCD)

With in-house support for active portfolio management, we also offer clients access to investment opportunities through trusted partners that specialize in:

  • OTC and listed stocks
  • Mutual funds
  • Corporate bonds
  • Municipal bonds
  • Government/ agency securities
  • Insured brokered bank CDs
  • Alternative investments

Pedey Group has the expertise and capacity to effectively handle financial decisions large and small, including basic retirement plan education, effective and efficient tax coordination, timely income distribution, and coordination and execution of complex estate strategies.

 
Through our partners, we also help facilitate financial transactions including:
  • Buying or selling a business
  • Mergers and Acquisitions (M&A)
  • IPO pricing and equity underwriting