Sharon Davis-Edwards, Investment Adviser Representative
Our Services
We serve individuals and businesses in all areas of financial management, including:
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Retirement planning
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Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
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Estate Planning Strategies
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Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors.
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Insurance Planning
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Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
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Education funding
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Recommending investment and accumulation strategies to help you pay for your children's education.
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Investment Planning
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Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.
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Employee and executive benefits
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Helping your business attract and retain qualified employees through benefit packages.