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Sharon Davis-Edwards, Investment Adviser Representative
Our Services
We serve individuals and businesses in all areas of financial management, including:
- Retirement planning
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. - Estate Planning Strategies
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. - Insurance Planning
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. - Education funding
Recommending investment and accumulation strategies to help you pay for your children's education. - Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.
- Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages.
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