Wealth Management

While most financial service firms attempt to be everything to everyone (and wind up not specializing very well for anyone), Eden & Associates focuses exclusively on the needs of Retirees and Pre-retirees and their specific financial problems and opportunities.

Eden & Associates is a professional firm designed to assist Retirees and Pre-retirees in protecting their assets and standard of living. Services we provide:

• Estate Planning - Included assistance with living trusts and elimination of estate taxes.
• Retirement Planning - Best ways to invest and get money out of IRAs, rollovers and pensions. In some cases, we'll show you how to make withdrawals tax free.
• Long-Term Care - Insurance or qualification for Medicaid.
• Investment Security - Increase and protect your income - Specializing in safe, conservative investments and annuities.
• Income Enhancement - With immediate annuities.
• Unique Solutions to Problems
• How to sell real estate or investments without capital gains.
• How to pass assets to the next generation and beyond without estate tax.
• How to have your investments keep pace with the stock market while having principal guaranteed.

Many Retirees and Pre-retirees can better organize their financial affairs when they know about the solutions available beyond what they are told by their stockbrokers, financial planners and lawyers. We will first educate you about your alternatives and then assists you in implementing the proper solutions.

Phone today with questions or to see if we can be of help to you. There is no charge for an initial meeting.