Personal Financial Services There are obvious reasons why most people fail to reach their financial objectives. Very commonly, people do not specifically identify their objectives or build a strategy to achieve them. While it may seem obvious, very few Americans have a documented financial strategy. This lack of vision, compounded by a low savings rate, a barrage of financial product marketing, a complex tax and legal system, and no structure for organization, combine to leave most people without a financial roadmap. We can assist clients in organizing their financial worlds to make well-informed personal and business decisions and take actions to achieve their desired results. Personal Financial Services Holistic Financial Review Personal Wealth Management Strategies Asset Diversification and Allocation Strategies Pension Review Social Security Assistance Medicare, Medicare Advantage, and Prescription Drug Evaluation Retirement Income Distribution and Protection Strategies Business Continuation Planning Life Insurance and Protection Management Long Term Care Event Management Charitable Planning Estate Planning Wealth Preservation We take clients through a process to clarify objectives, evaluate inefficiency, understand options, recommend solutions, and implement strategies. David M. Edwards & Associates Financial Services, Inc., does not give legal or tax advice. You should consult your tax or legal advisor regarding your individual situation.