Edwards & Associates Financial Services,
Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth, by helping you acquire the information you need.
We do not believe in a “cookie cutter” approach to financial planning. Instead, we invest into each of our clients by working hard to understand their personal goals. Together we set up a strategy and plan that is as unique as they are with an attainable course of action to stay on track!
When planning for retirement, we make sure we take into consideration; special expenses, your legacy, the type of lifestyle you want, the adjusted income you will have and any benefits you may receive.
Life and Long Term Insurance:
We can assess whether your current policy is sufficient and has the best benefits to offer you and your loved ones.
Money Personality Typing:
We are passionate about helping our clients discover their “money personality”. We believe that our relationship to money will affect all of our decisions in life, as well as our relationships with those closest to us. We then educate couples and individuals how to financially plan together to develop healthy balances and take the stress out of finances.
We respect the hard work that goes into building a successful business, and we want to ensure the longevity of your efforts. We help business owners plan and prepare for a seamless transition.
We help individuals assess their legacy. we work with your attorney to make sure you have an estate plan in place.