Capital Edge Insurance & Financial Services | Roseville, CA

Proudly Serving the Men
and Women Who Protect and Serve

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1 in 4 Americans say they need more life insurance than they currently have    |   Suicide rates: 2020-190 / 2021-185 / 2022-181   |   Less than 2/3 of Americans actually have a life insurance policy    |   80% of consumers misjudge the price of life insurance. With millennials overestimating the cost by 213%   |   Line of Duty Death: 2020-436 / 2021-669 / 2022 - 229

2023 Insurance Barometer Study LIMRA/Life Happens

Forbes prize

Forbes Top Financial Security Professional 2023

We are proudly named by Forbes on this year’s overall ranking of Top Financial Security Professionals across the country. Our goal is to serve clients with unmatched excellence, so this award is a reflection of the real value we deliver to our clients. We strive to continue to prioritize providing reliable solutions and guidance to our clients. The list, which includes only the top Financial Security Professionals in America, features a ranking of the best insurance professionals whom families rely on for wealth preservation and protection. Financial Security Professionals were selected by an independent research firm based on various qualitative and quantitative data and one simple notion: “Would we recommend these professionals to a family member or friend?”. You can learn more about SHOOK Research’s methodology here.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare.  Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see  www.SHOOKresearch.com . SHOOK is a registered trademark of SHOOK Research, LLC.

Specialized Guidance for Your Unique Needs 

Capital Edge is a financial firm that focuses on family protection and retirement planning for public safety professionals. As spouses and family members of law enforcement, we have a deeper understanding of your job, which drives our passion and devotion to providing invaluable guidance throughout your career.

 
 

Our Mission

We are passionately and purposefully committed to ensuring that our nation’s public safety families arrive at financial freedom and peace by providing culturally competent education on your benefits and retirement plans, guidance on how to best accomplish your financial goals, and peace of mind knowing that your loved ones are protected and provided for, God forbid you don’t make it back home.

Our Vision

Our vision is to continue to provide the same quality of service to every public safety family throughout the country, as we have in our home state of California. For the past 11 years, our focus has been to remove the burden and stressors that comes with navigating finances, benefits, retirement and pension formulas in an already stressful career, so that you can focus on your families and growing within your agency.

How We Help

Do you know where everything – your accounts, investments, policies, etc. – is, and how much everything is worth? With our wealth management dashboard, you can now view everything you have in one convenient place. We’re passionate about bringing solutions like this to the table for our clients so they can have peace of mind that their financial world is in order and spend more time on the things they care about most.

 
 

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