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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.