Our Approach

Taking the time to understand you and your family’s needs

Without a good listener, some of the most important aspects of your plan could be overlooked.

We always start by listening, we want to hear about your family situation, needs, goals, and concerns. With a good understanding, we help you analyze your options and recommendations based on your unique goals. To ensure clarity, we make sure to explain complex processes in plain English so you can make educated choices. When difficult decisions need to be made, we have the experience and capability to compassionately support you as you discuss them with your aging parents or children and grandchildren. You need someone who knows estate planning, how to optimize the preservation of your assets, and minimize your tax liability. We have that experience.  We care about making the entire planning process easy for you, enabling your financial and emotional wealth to transfer smoothly to the people and causes you care about.

We do this with:

Education

We are committed to continually educating staff, clients, and the community through regular contact by email, newsletters, speaking engagements, and this web site.

Implementation

We see your plan through to the end. Effective estate plans — including asset titling, help with beneficiary designations, updating legal documents, and educating family members — involve many steps and many people. We will be with you and your family every step of the way.

Knowledgeable Staff

Compassionate staff who can assist clients with vital planning questions are the building block of our firm. Their passion is helping you, read more about our wonderful group  here.

Flat Fees

We do not bill you by the hour for estate planning. We work from flat fees quoted before our work begins. Read the article, “Estate Planning Fees and Our Money Back Guarantee”  to learn more.

Ongoing Relationships

Personal relationships that last for years help us better serve your needs and the needs of your family. Our formal membership program  ensures continuity and accuracy regarding your most important financial plans and assets. It also allows you to consult with a trusted, knowledgeable advisor when making decisions.

Technology

Our use of the latest technology ensures you have instant access to your most vital documents when it matters most, wherever you are. Our innovative technology also makes updating your documents much easier and cost-effective.

Together we can avoid an uncertain future

Edwards Group has helped hundreds of families find peace-of-mind with sound guidance and careful planning

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