Broker Check

Wealth Advisory

Why Fee-Based Planning?

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

(1) Transform

(2) Build

(3) Protect

(4) Distribute

Expansive Menu of Wealth Management Strategies

Investment Planning
Tax Planning
Retirement Planning
Estate Planning

Risk Management
Education Planning
Business Planning
Special Situations Planning

"We strongly feel that clients should only pay for valuable financial advice. We believe our advice has added value due to our tax-smart investing approach.  We demand that any and all financial advice be in the best interest of our clients."

Kai Mays – JK Edwards & Company, Wealth & Tax Advisory Services

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