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Investment Portfolio Review

Free Investment Portfolio Review

Now - through an exclusive arrangement with AccuQuote - Edelman Financial Services is offering you a FREE portfolio review. We're much more than just an investment firm: our clients enjoy professional guidance in all areas of personal finance, including college planning, retirement planning, mortgages, insurance and estate planning.

The rules of money have changed.

If you handle your money the way your grandparents handled theirs, you may fail where they succeeded.

That's because life is so different today.

Longer life expectancies mean you run the risk of not having enough money to retire comfortably, and being unable to care for aging parents or leave a legacy for your children. People relocate more often, change jobs more often, have children and grandchildren later in life, and even marry more often. The rules of money have changed.

That's why you need expert advice.

Edelman Financial Services is one of the largest independent financial planning firms in the nation, managing more than $6 billion for more than 15,000 individuals and families nationwide. Twice named the #1 independent financial advisor in the nation by Barron´s*, Ric Edelman and his team have delivered financial planning and investment management services to thousands of consumers for nearly 25 years.

*Barron's ranking "Top 100 Independent Financial Advisors" (Aug. 28, 2010 / Aug. 31, 2009) based on the quality of the advisors' practices, including client retention and compliance record, contribution to the firm's profitability, and the volume of assets overseen by the advisors and their teams.

Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and Co-CEO, President and a Director of The Edelman Financial Group (NASDAQ: EF). He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offering securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.

EFS offers advisory services in all 50 states and Puerto Rico. As such, these services are strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the specific states referenced.