Mission Statement, Vision & Process

Our Mission:

EDFS provides customized solutions for wealth accumulation, and retirement income distribution strategies for high net worth individuals. These strategies help clients arrive at their goals on time and fully funded.

Our Vision and Process:

The staff at EDFS coaches individuals through comprehensive life planning issues. The objective of this consultative approach is to collect and analyze client data and design a program incorporating tax planning, investments and estate protection techniques. No two clients are alike; therefore, all recommendations are customized. EDFS's access to unique private and institutional investments has added to the success of these plans.