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Christopher Edwards Financial Associates, LLP

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Christopher Edwards Financial Associates, LLP

Mission statement:

At Christopher Edwards Financial Associates, LLP, our mission is to empower and inspire our clients to build a bridge from their financial planning goals to life's dreams through communication, education, and service that exceeds our client's expectations.

Profile:

Christopher Edwards Financial Associates and our strategic partners specialize in wealth management, wealth accumulation, and wealth preservation as components of a comprehensive and integrated financial planning process to managing your financial life plan. The essence of proper planning is identifying and priortizing your life goals. Developing a plan to achieve these goals while maintaining your true vision of "wealth" is at the heart of what we do for our clients.

Christopher Edwards Financial Associates provides you the ability to organize all your advisors and assets in a consolidated system where all critical information can be accessed in the same place at the same time. A seamless platform is available through which all your financial matters may be managed.

Consolidate, Organize, and Integrate your Financial Life:

   * Financial Goals/Plans
   * Balance sheet/Net Worth statements
   * Asset Allocation Strategy
   * Account Aggregation
   * Cash Flow/Retirement Models
   * Tax Planning
   * Risk Management and Planning
   * Insurance Coverages and Summary
   * Estate Planning

Benefits to Christopher Edwards Financial Associates Clients:

   * Immediate access to all financial related matters in a single location.
   * Timely information.
   * Your accounts and assets are always current.
   * Your balance sheets are updated daily.
   * Broad based expertise.
   * Comprehensive analysis.

Overview:

Christopher Edwards Financial Associates is a wealth management firm committed to helping people pursue their life and financial goals. Christopher Edwards Financial Associates offers comprehensive wealth management, wealth accumulation, and wealth preservation strategies through INVEST Financial Corporation. Christopher Edwards Financial Associates and our strategic partners help you simplify the demands of managing your wealth and financial life in order to enable you to devote time to what it is you and your family value most. We organize your assets, asset allocation strategy, risk management, insurance, and your financial and estate plans. This process simplifies, consolidates, and integrates every aspect of your financial future.

It is our philosophy that clients will be better able to achieve their goals, as well as make sound financial decisions, with personally customized financial plans. The firm's vision is to create lasting and multi-generational relationships with our clients by helping build a bridge from financial planning goals to life's dreams. As the trusted advisor, we serve our clients with uncompromising integrity and an unwavering committment to their goals.

If you have any questions about our firm or the range of services we provide, please contact us to arrange an intial consultation.

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