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Our Services

Crafting Comprehensive Financial Strategies

At Edwards Wealth Management, we specialize in developing sound retirement strategies and providing hands-on, personalized services. Whether you're already in retirement or approaching this significant milestone, our suite of services is designed to address your unique financial needs.

Financial Planning: Our planning-focused approach aims to create optimal investment, tax, and business strategies. We analyze your financial goals, plan for retirement income, consider legacy planning, and extend our financial expertise to the next generation.

Investment Management: Navigate traditional and non-traditional investments with our expert guidance. From stocks and bonds to income-producing investments and precious metals, we tailor investment strategies to align with your goals.

Risk & Liability Management: Addressing business and personal risks is integral to our services. We conduct a thorough analysis of business risks, review debt, and provide personalized credit planning for both personal and business needs.

Tax Strategy Optimization: Our team tackles complex tax issues, including estate taxes, capital gains, and business sale planning. We optimize retirement plan contributions and withdrawals, manage tax-efficient portfolios, and ensure your assets are strategically allocated.

Asset Allocation: Portfolio management is a key aspect of our services. We review portfolio risk, align your investments with your goals, and incorporate modern non-traditional investments to enhance the risk/return profile.

Income Planning: Efficient income planning is crucial in retirement. We help you strategize your income sources, optimize monthly cash flow and expenses, and provide strategies for addressing longevity risks.

Beyond Retirement: Retirement planning doesn't conclude at retirement. Our commitment extends to ongoing guidance on efficient retirement income strategies, minimizing taxes, and capitalizing on opportunities for continued financial growth.

Join us at Edwards Wealth Management, where our commitment is not just to manage your finances but to craft comprehensive financial strategies tailored to your unique journey.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (480) 993-1141