Financial Services

Personal Finance Services – Building the foundation of your plan

Our certified financial planners examine your entire financial picture to provide a comprehensive financial service plan. We examine:

• Your business
• Lifestyle
• Tax situation
• Investment philosophy
• Risk tolerance
• Retirement programs
• Estate planning perspectives

We translate your goals into the dollar amounts you will need to achieve, creating a personal financial profile and foundation to your plan.

Preserving your assets

We are one of the leading financial services companies in the region.  Our financial services strategies and techniques to help preserve your assets include:

• Establish a realistic, workable budget
• Develop effective cash-flow management
• Use your credit wisely
• Obtain proper amounts of insurance coverage
• Optimize your savings

Increasing your wealth 

Our financial services help balance your risk and reward tolerance by:

• Defining your investment philosophy
• Exploring a prudent division of discretionary income among investment opportunities
• Examining the impact of new opportunities
• Taking a realistic assessment of your retirement options
• Evaluating and adjusting your goals as required

Building security for your future

Creating equity for your future is crucial to sound financial planning. As a leading financial service company, we help our clients to: 

• Examine and evaluate retirement options
• Structure your estate to protect it from shrinkage
• Make recommendations on your will and ways to hold title to your properties and use of fiduciary relationships

Certified financial planners

Our CFP® professionals will help to enable our clients to realize their financial planning goals.

Contact Edwards, Ellis & Associates, P.C. for personal finance services.