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Empowering You for

a Better Tomorrow

 

Empowering You for

a Better Tomorrow

 

Empowering You for

a Better Tomorrow

 

Empowering You for

a Better Tomorrow

 

Why Us?

We strive to understand where people want to go, determine where they currently are, and help them create their map to success.

 

About Us

Passionate. Experienced. Dependable. Invested. Click here to learn more about who we are and who we serve.

 

Our Process

In just four steps, we get to know you, analyze your current situation and help create the path to empower you for personal success.

 

Our Philosophy

We believe that creating portfolios require more than just algorithms, and that market swings may be results of consumer feelings more than just logic. We blend the behavioral art of finance with the logical science of finance seeking to embody a well-rounded more stable portfolio for our clients.

Our  Services

Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth, by helping you acquire the information you need.

If you have any questions regarding any of the following services, or want to schedule a complimentary meeting to discuss your specific questions, please contact us at (503) 537-2995/ Toll Free: 866-699-9843.

 

Financial Life Planning

We do not believe in a “cookie cutter” approach to financial planning. Instead, we invest into each of our clients by working hard to understand their personal goals. Together we set up a strategy and plan that is as unique as they are with an attainable course of action to stay on track! Throughout the year, we check in with you to monitor progress and keep each other appraised of any course or strategy changes as needs arise.

 

Retirement Strategies

When planning for retirement, we make sure we take into consideration; special expenses, your legacy, the type of lifestyle you want, the adjusted income you will have and any benefits you may receive. Through an advanced program we can then simulate and adjust your plan to best fulfill your retirement needs.

 

Insurance and Risk Management

We can assess whether your current policy is sufficient and has the best benefits to offer you and your loved ones.

 
 

Money Personality Typing

We are passionate about helping our clients discover their money personality. We believe that both our ideas of, and relationship to, money will affect all of our decisions in life, as well as our relationships with those closest to us. We then educate couples and individuals how to financially plan together to develop healthy balances and take the stress out of finances.

 

Estate Planning Strategies

We help individuals assess their legacy. Whether it is establishing how you want your children taken care of, assets divided or reducing estate taxes; we work with your attorney to make sure you have an estate plan in place.

 

Our  Team

Learn more about our team.

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Allyn Edwards, RICP®

President
Wealth Manager

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Allyn Edwards, RICP®

Allyn enjoys managing portfolios for our advisory clients where he embraces a tactical approach, coupled with solid fundamental research and leading financial analyst recommendations in making his investment selections.  With his active daily oversight, he guides our clients to and through retirement where he uses his knowledge of individual securities and markets to help lead clients through the bull and bear swings.

Allyn has always loved family and building strong, lasting relationships so by choosing a career in the Financial/Insurance industry, he has been able to bring added value to the various relationships he embraces. 

As a Retirement Income Certified Professional (RICP®), Allyn is passionate about crafting sustainable retirement income strategies that lasts a lifetime.  By taking the time to understand the unique individual needs of each client, he can provide a personalized, designed portfolio addressing income needs. 

Bio
Photo of team member

Diane Edwards, AWMA®

Vice President
Wealth Manager

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Diane Edwards, AWMA®

As a professional woman with 33 years in the financial-insurance industry, Diane is excited to share with other professional women both her knowledge and passion for building a solid future by demystifying the world of finance and insurance.  

After spending 16 years in corporate financial management roles, she understands the unique challenges professional women face daily in juggling priorities of balancing their work life, family life, financial goals, advancing careers, and/or charity work. She is committed to partnering with her clients to bring clarity and confidence and to assist in helping them to pursue their goals.

As an Accredited Wealth Management Advisor (AWMA®), Diane is a strong advocate of education and believes it is the first step in building a successful plan.  While embracing the standard investment theories and tools, she believes in exploring behavioral finance through the process of one’s money memories.  As a firm believer in the broad approach to finance, she believes financial planning is as much science as it is art.

Bio

Latest Blog & Newsletter

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Submitted by Edwards & Associates Financial Services, Inc. on April 6th, 2021

If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.

Tags:
  • Finance
  • Newsletter
  • Reverse Mortgage
  • Read more

Medicare in 2021: Here’s What You Need to Know

Submitted by Edwards & Associates Financial Services, Inc. on April 6th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

Tags:
  • health
  • Newsletter
  • social security
  • Read more

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by Edwards & Associates Financial Services, Inc. on March 5th, 2021

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

Tags:
  • budget
  • college
  • Newsletter
  • young adults
  • Read more

Our  Clients

We provide comprehensive wealth planning strategies to select families, proactive individuals, business owners and professional women.

 

Individuals & Families

 

Business Owners

That's Me!

 

Professional Women

That's Me!

 

Latest Videos

Power of Affiliation

Estate Planning

Health Care in Retirement

Sandwich Generation

Financial Planning

Retirement Income Planning

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How Can We Empower You Today?
Get in Touch.


Contact

Contact Us

Don't hesitate to get in touch with us.

Got a question?

Phone: 503-537-2995
Fax: 503-538-3110
Toll Free: 866-699-9843

Allyn Edwards, RICP®​ - Wealth Manager
Email: allyn@eafsi.com

Diane Edwards, AWMA® - Accredited Wealth Management Advisor
Email: diane@eafsi.com

Hours of Operation
Monday through Friday
8:00am - 4pm CT

 

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