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Ed Toole, CLU

Senior Financial Planning Consultant

Ed Toole, CLU

Senior Financial Planning Consultant

Ed Toole, CLU® (Chartered Life Underwriter®), LUTCF (Life Underwriter Training Council Fellow) is a senior consultant who brings over 35 years of experience to helping his clients.

Ed works from a value-added approach. He sees the client’s needs and concerns through their eyes, and his goal is to take the anxiety out of people’s relationship with their money. He also spends a good deal of time addressing the uncertainty people feel about retirement.

When away from work Ed enjoys his other job, pastoring the members of his church as part of a pastoral team.

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Our process starts with a free benefits consultation that helps us to break down your unique situation and goals. Once we know your goals, we can use our tools, resources and experience to design a plan to give you income for life. We also specialize in education. Federal employees have exclusive benefits, like the Thrift Savings Plan (TSP), Federal Employees’ Group Life Insurance (FEGLI) and a pension plan. Unfortunately, far too often, clients walk into our offices without any idea where they stand with their retirement accounts. This happens despite the obligations of the largest employer in the world, the United States government, to provide sufficient financial information. At Federal Employee Benefits Education Services, we fight against the lack of education and create a custom plan that suits your needs.

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The information provided herein is the exclusive property of Federal Employee Benefits Education Services, LLC. This material has been prepared for educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.

Helping people improve their financial future in a permanent and positive way.

480 N Canton Center Rd. #87919 • Canton, MI 48188 • Phone: (734) 388-0044