Cornerstones of Our Firm:
Transparency, Trust, Intimacy, and Integrity
At Edward George Wealth Management Group, we use a highly-personalized approach to help individuals take control of their financial future. Our firm is rooted in experience and we put a strong emphasis on reputation, transparent communication, and a deep understanding of our clients’ goals and objectives.Contact Us
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This worksheet can help you estimate the costs of a four-year college program.
Protect yourself against the damage that your homeowners policy doesn’t cover.
There are four very good reasons to start investing. Do you know what they are?
A few strategies that may help you prepare for the cost of higher education.
Four vacation destinations you might never have thought of.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
Around the country, attitudes about retirement are shifting.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Make your retirement as exciting as your next vacation.
Why are 401(k) plans, annuities, and IRAs so popular?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.