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 Preservation Strategies
- 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 Strategies
- Estate Planning Strategies
- Executive Benefit and Deferred Compensation Strategies
- Holistic Review of Financial Strategies
- Informal Business Valuation Services
- Key Employee Retention Strategies
- Social Security Education
- Wealth Preservation Services
Insurance
- Life Insurance
- Long Term Care Insurance
- Fixed Insurance
