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Tax Planning-Consulting-Required Minimum Distributions-Inherited Stretch-IRA Strategies-Portfolio Engineering

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The Mission of Edwards Financial

I want to increase your after tax returns while providing a diversified portfolio and asset protection. This comes from a plan customized and tailored to your needs. Please take the time to explore this site and see what I can offer you, I am sure you will find as many of my clients have found there is no Substitute for Professional Advice! visit our blog Robert is appointed with Jackson National Life and FreemasonrySymbol.gifJohn Alden in addition he is a Master Mason and a Kentucky Colonel

 

 

 

 

 

 

 

 

 

I Specialize in Estate Preservation and Executive Benefits

I Offer resources to the public in order to assist in the selection of an investment strategy.  I offer solid financial advice that will get you results regardless of market conditions.  Download my  Brochure for more information      * If this link doesn't open you may need Acrobat Reader Download your free copy here

 




Reasons to do business with Edwards Financial

         Experience

         Tax Planning

         Paperwork Reduction

         Consolidated Review

         Comprehensive Planning

         Consulting

         Basis Calculation and Unrealized Capital Gains and Losses

         Required Minimum Distributions

         Inherited Stretch IRA strategies

         Portfolio Engineering

 

Robert is appointed to transact insurance products in the following states: Kentucky, Ohio, Indiana, Florida 

 

Email Robert

Please do not hesitate to Email me 24/7
"Nothing will ever be attempted if all possible objections must be first overcome"
Samuel Johnson (1709-1784)
English critic & poet

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