Frequently Asked questions
Our pricing for insurance and fees for investing are straightforward, and we’ll always be upfront about them. What you pay monthly (or yearly) for our insurance options is determined by things like the amount of coverage you need and your age. And depending on the type of investment account (e.g. brokerage, advisory or private client) that works best for you, you'll pay a quarterly fee based on the value of the assets in your account.
We believe in putting you first and planning for today and tomorrow. Some companies only focus on investments to grow your money. Others just on insurance to protect you against risk. A financial plan from Kedge Future combines time-tested strategies designed for growth and protection, personalized to you. Our advisors will look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. That way, you’ll have the confidence to live the way you want now, and down the road. Ready to get started?
With us, you’ll have access to more financial options designed to reinforce each other so your plan can work its hardest for you, including investments for growth, insurance for protection, and annuities for help with income in retirement. Talk to an advisor about which ones might be best for you.
Our advisors will look at your financial big picture. They’ll think of all the what-ifs so you don't have to and guide you through life events big and small, like paying for college, buying a house, getting married, having a baby, adopting a child, retiring or inheriting assets. Get a feel for what it’s like to work with our advisors.
A financial plan helps you make the most of what you have, no matter how much you have, so you can live the life you’ve always wanted. It takes into account all of your goals and shows you what it'll take to get there, the progress you've already made, any gaps you might have, and opportunities we find to help you reach your goals even faster. See how we approach financial planning differently or get started on your plan today.
We're dedicated to fostering an environment where our employees, advisors, clients, and communities feel recognized and respected. Through our 15-year diversity and inclusion roadmap, we are taking clear steps to support our commitments, including things like increasing the diversity of our workforce, accelerating the advancement of women, and taking on critical issues in our communities. See all the ways we’re creating a culture of inclusion and respect.
Here to help you take the first step:
Talking about finances and planning for the future might not come naturally for you, so our licensed financial advisors are here to simplify the conversation. We'll help you look at all the pieces of your financial life, design a plan tailored to your goals, and work with you to achieve each one.
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