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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:

The Business Cycle

How will you weather the ups and downs of the business cycle?

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When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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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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