Goals are easier to attain when you’ve got a well-planned road map.
In addition to tax, accounting and consulting services, our affiliate relationships with investment managers and insurance representatives make us the perfect choice to quarterback your financial team. When you make Edwards Falls Renegar your full service financial partner, we’ll justify your faith and trust every day as we identify your goals and proceed to fill in the big picture, from investment portfolios to income and asset protection to taxes, mortgages and other obligations.
We’ll provide worksheets to help you take inventory of your financial life. Upon completion we’ll sit down together to develop your goals and a plan for their achievement.
Whether you need to insure your assets, life or income, we’ll help determine the appropriate amount and arrange for quotes from our affiliates.
As part of your financial team, we can coordinate your investment holdings among asset classes and managers, advise you on applicable tax consideration, as well as arrange and attend strategy sessions with our affiliate partners.
Having extensive experience with education funding both for ourselves and our clients allows us to make meaningful contributions to your planning for one of your most important (and expensive) gifts to the next generation.
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