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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

Welcome to Edwards Wealth Management!

Our business is built on a foundation of thoughtful client relationships.

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An investment in knowledge pays the best interest. –Benjamin Franklin

Financial Planning Services

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Investment Management

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Planning Focused

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Cash Flow Management

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Featured Content:

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

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How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

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Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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