120 Handley Rd,
Fees charged based on value of assets managed not products being sold.
Legally required to act in the best interest of the client. Advisor is not motivated to make recommendations based on advisor compensation.
Advice covers every aspect of your financial goals. Long-term approach aligning client’s financial priorities with their overall plan goals and time horizon. See our 8 Point Tax Smart Framework for planning scope Expansive Menu of Wealth Management Strategies
Investment PlanningTax PlanningRetirement PlanningEstate Planning
Risk ManagementEducation PlanningBusiness PlanningSpecial Situations Planning
Kai Mays – JK Edwards & Company, Wealth & Tax Advisory Services