Our Services

The financial management process at Pete Edwards & Associates Financial Services begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals.



With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you`re confident in and comfortable with the financial suggestions we make.



Some of the services we offer:



Personal:

IRA/Roth IRA

College Funding Strategies

Retirement Planning

Estate Planning

Risk Management

Charitable Giving Strategies

Individual Health Insurance

Life Insurance



Business:

401(k)

Pension & Profit Sharing

SEP IRA

Business Succession Planning

Group Health Insurance

Group Life

Long Term Disability Insurance

Group Dental Insurance

Cafeteria Plans