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Edward Financial Group

Welcome to Edward Financial Group

Securing your Family's Financial Future is our passion!

Our Wealth Advising team can help you

Welcome to Edward Financial Group

Securing your Family's Financial Future is our passion!

Our Wealth Advising team can help you

Planning objective financial advice

Risk Management

Investment Analysis

Retirement Income Plan

Planning objective financial advice

Risk Management

Protecting your assets by identifying, assessing, and mitigating potential financial risks.

Market Analysis

Analyzing market trends for risk reduction opportunities.

Retirement Income Plan

A Written Retirement Income Plan is a comprehensive and personalized strategy that outlines how you will receive and manage your financial resources during your retirement years.

About Us

We Help retirees and pre-retirees

Achieve financial confidence. With specialized expertise in retirement planning, we guide individuals through the crucial steps to secure a comfortable and fulfilling retirement.

Edward Financial GroupLithia Springs Georgia

About Us

We help retires and pre retirees achieve financial confidence. With specialized expertise in retirement planning, we guide individuals through the crucial steps to secure a comfortable and fulfilling retirement.

Who We Serve

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Business Owners

Private Client

Pre-retirees

Retirees

Young Investor

Economic Impact
$ 0 M
Year founded company
0
Clients represented through our firm
0
Economic Impact
$ 0 M
Year founded company
0
Clients represented through our firm
0

Preserve and Grow Your Financial Legacy

What we say our customers

Our Testimonials

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Testimonial #1 Designation

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Testimonial #2 Designation

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Testimonial #3 Designation

Recognition & Awards

Estimate your annual living expenses, including housing, healthcare

Ever wondered how badly a stock market crash could hit your wallet? A risk stress test, akin to a cardiac stress test, once you know what your risk is making an informed decision what to do with your money is easy.

Retirees often believe they're paying just 1% in portfolio fees, as stated on statements or by brokers. However, many unknowingly pay over 3%, impacting retirement plans. We bring transparency and, for most clients, reduce total fees, covering advisory and hidden costs.

The majority of clients we work with just want enough money to last a lifetime, dodge big financial hits, savor a great retirement, use assets for income, and leave something for their loved ones. Legacy planning will help them accomplish this.

A comprehensive retirement plan is a written guide that addresses tax pitfalls, inflation, longevity risk, and more, ensuring a clear view of your retirement income and helping you avoid potential pitfalls.

Clearly state the objectives of your risk management plan