Broker Check

Financial Services

Our clients have expressed the desire to have a trusted resource assist them in navigating their financial voyage. Without any hesitation, we have included financial services and wealth management into the suite of services offered by KWG Advisors. The addition of this service will allow our individual and business clients to obtain a personalized and comprehensive service that will assist them in achieving their goals.

Edward is able to leverage over 15 years of financial services experience at two the of the most respected financial institutions in the U.S., to assist clients with their financial reality that continues to be ever more complex. From retirement planning, saving for college, tapping into savings to start a new business venture, and everything in between - he is there to assist. Connecting tax planning with their financial services provides clients with a holistic view of their financial world and provides the peace of mind that comes from the knowledge that you are on the right course. 

Edward is pleased to offer complimentary financial reviews to clients, reviews that focus on identifying opportunities that clients have to increase their retirement savings while reducing their tax bill. The review consist of an honest assessment of where a clients current & future retirement plans, protection needs,  philanthropy considerations, education savings, and current cash flow needs are at. This process yields straight forward answers and solutions, giving clients a clear path to achieving their expressed goals.

We believe that by offering this service, our firm can significantly improve our clients ability to achieve what they desire.

 

The objectives of the review include:

  • Coordinating your investment* and tax strategies to ensure that they are working to help you keep your promises
  • Providing you with peace of mind & the knowledge that you are navigating the right course in order to achieve your goals
  • Customizing your investment strategies to coincide with your personal and business goals

*These services offered by Edward H. Warn and Joshua J. Trutwin through their affiliation with HD Vest