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Our Philosophy
Edwards Financial & Assoc. are dedicated to taking bold steps in retirement & estate planning. Here we see it as our duty to question the status quo and our privilege to then provide you with the answers. Why pay taxes when you can reduce them, why only reduce them when you can completely avoid them? Why use your hard earned money when you can freely use others and never interrupt your compounding interest? What is opportunity cost and how have banks used this concept against you, taking millions from the true value of your home? Now that I know about inflation, how can I put this knowledge into real-life application?
Seeking an understanding to these questions and taking our comprehensive approach requires our clients to be committed to learning, we are not here to take shortcuts. The rewards for this commitment are far-reaching. Because we believe while its important to pass on a robust financial estate we also understand that passing on wealth includes leaving a legacy of knowledge to your family and those closest to you.
Ask bold questions, only accept verifiable answers, and put what you have learned into application. That is how you see tangible results, that is how you create generational wealth, and that is exactly what we do at Edwards Financial & Assoc.