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
*We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.