Everyone has an associated memory with money from their childhood. Did you realize that particular memories or an association probably has had a part in developing your perception, habits and views of money today? Often the early experiences in life help shape who we become as adults and it’s no different with money and finances. Do you know your money personality? How has this shaped your views and habits with money today?
Today we take a look at Edwards & Associates Financial Services, Inc. and how they use a unique process in helping you discover your money personality and then educating you on how to build a financial plan to address your future goals and objectives. The company, established in 2000, is licensed and serving clients in multiple states including WA, OR, ID, CA, AZ, VA and FL.
Wealth Manager, Diane Edwards has been in the financial and/or insurance industry since 1988 and has developed a unique style of working with clients in helping them to first understand their money personality and how this effects their perception regarding saving, spending and planning. She states, “I love to demystify the world of finance through understanding first one’s relationship with money and then their dreams, goals and disciplines.” Through this process, she helps them to understand their personal money language, to establish their risk profile, and analyzes their finances to develop a unique plan to steer them towards their personalized financial goals and objectives.
This firm enjoys taking the stress out of finance and prides themselves on building lifelong relationships with each client. As Firm President & Wealth Manager Allyn Edwards states, “We are here to serve and educate our clients. We enjoy helping them to organize their plans and make investment and finance easy to understand. Our greatest pleasure as a firm is watching our clients relax and de-stress regarding finances and future plans. A happy client is our base of success and reason for gratitude.”
Danielle Holbrook is the firm Administrator and she takes customer service to heart as she manages client relationships on an ongoing basis and shares and equal passion for client satisfaction.
The firm offers an array of services including fee based planning and wealth management, commissioned based services including investments, insurance based products and retirement plans for businesses. As an independent firm, they are not bound by proprietary offerings or corporate mandates, but are free to advise and represent a wide array of products and offerings. Advisory accounts use multiple investment types including but not limited to stocks, bonds, mutual funds, ETF’s and REIT’s. Mr. Edwards further stated: “We manage accounts from a value based tactical approach using fundamental analysis. Our non-retirement accounts are structured to be tax sensitive and often consist of municipals, bond funds, REIT’s and other tax favored securities along with a mix of stocks and dividend yielding instruments where applicable. The investment objective will dictate our advice for the management style and basis. We embrace an advisory team approach and welcome the opportunity to meet and strategize with our client’s tax and legal teams.”
Do you understand your money personality, do you know what it will take to retire comfortably, do you understand what your retirement will really look like, what is your number and how much should you be putting away in order to accomplish your goals? If you can’t answer the preceding questions it’s time to sit down with your financial advisor and have this discussion.
Edwards & Associates Financial Services, Inc. offers a free initial consultation to explore the opportunity of partnering with you and addressing your financial goals. You are invited to contact them today.
Edwards & Associates Financial Services, Inc
3306 Solstice Lane Newberg, OR 97132
www.eafsi.com Ph: 503-537-2995 Fx: 503-5328-3110
email: Allyn@eafsi.com, Diane@eafsi.com , Danielle@eafsi.com
Allyn & Diane Edwards are registered with and securities offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Ste 1201, Fort Lauderdale, FL 33308 (954) 782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Edwards & Associates Financial Services is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc