The Mission of  Edwards Financial

Simply stated, 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!  

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

 

 

 

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

 

 

 

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

Email Robert

Robert is an honorary board member of the Red River Gorge Climbers Coalition
visit their site for more information!