William Edwards (ChFC®)

William Edwards focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Analysis, plan development, implementation, and monitoring of comprehensive financial plans that integrate personal and employer provided benefits to maximize efficiency.

Additional Information

A complimentary Preliminary Consultation is provided to determine the benefits of working with a Financial Advisor.  Our goal is to save a client more than their fee in order to justify the planning relationship.  A Preliminary Consultation will determine this.

NAPFA Start Date

December 18, 2000

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This Office

522 S. Independence Blvd Suite 202-C Virginia Beach, VA 23452 Phone: (757) 498-7028 Fax: 800-321-4570