Contact Us

Phone: (800)898-3342

Email: Contact Us

 Is Your Financial Portfolio Tax Efficient?

Financial Planning Services

 

EDFS offers include:

Investment Services:

  • Fee based Investment advisory
  • Mutual Funds
  • IRA's
  • 401(k)'s
  • Tax Deferred Annuities
  • Stocks, Bonds
  • 529 Plans
  • Private Placements
    (ex. REIT's & Limited Partnerships)

Insurance Programs:

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

 

When is the last time you reviewed your portfolio?  

 Reduce Your Exposure To High Taxes