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How We Help

Our commitment to helping others remains at the forefront of the firm’s mission. At Edward George Wealth Management Group, we aim to offer impeccable service by treating clients like family and responding to their calls and requests promptly. We take pride in the close relationships we build with clients and strive to work with them for the long-term.

We have decades of experience helping individuals pursue their financial goals and plan efficiently for the future and can help objectively answer questions, such as:

  • When can I retire?
  • What is the best way to consolidate my numerous IRA accounts?
  • What should I do with my inherited IRA?
  • Should I implement a profit sharing plan?
  • How can I create a steady stream of income that will last through retirement?
  • Are my investments working hard enough?
  • How can I leave a legacy to my family in a tax-efficient manner?
  • What are the elements of a sound succession plan?
  • Do I have enough life insurance to protect my family?
  • How can I better protect my business from unexpected events

We offer comprehensive wealth management services, as well as specialize in tax budgeting and planning for high-net worth individuals. We encourage you to reach out today to see how our professional experience can help you clarify your financial climate.