Broker Check

Our Services

At David M. Edwards & Associates Financial Services, Inc., we provide assistance in the following areas:

Investments & Retirement Planning

  • 401(k) & 403(b) Plans
  • Brokerage Accounts
  • Educational IRAs
  • Employee Retirement Readiness Evaluation
  • Existing Pension Plan Analysis
  • Fixed Annuities
  • Mutual Funds
  • Pension Plans
  • Retirement Plan Protection
  • Rollovers
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Tax-sensitive Investing
  • Traditional IRAs
  • Variable Annuities

Financial Services

  • Asset Allocation and Diversification Services
  • Business Buy-Sell Review
  • Business Continuation and Exit Strategies
  • Charitable Planning
  • College Planning
  • Corporate Debt Protection
  • Estate Planning
  • Executive Benefit and Deferred Compensation Strategies
  • Holistic Review of Financial Strategies
  • Informal Business Valuation Services
  • Key Employee Retention
  • Social Security Education
  • Wealth Preservation Services

Insurance

  • Auto Insurance
  • Business Insurance
  • Disability Income Insurance
  • Individual Health Insurance
  • Group Disability Income Insurance
  • Group Health Insurance
  • Group Life Insurance
  • Group Long Term Care Insurance
  • Homeowner’s Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Medicare Health Insurance
  • Personal Liability Umbrella Insurance
  • Property and Casualty Insurance