Our Qualifications

R. Bryan Edwards has been working with individuals and businesses for thirty years and has extensive personal and professional experience.

As a Investment Advisor Representative, Bryan holds FINRA Series 7 (General Securities Representative) Series 63 (Uniform State Securities Law) Series 65 (Uniform State Investment Advisor Law) for Alaska, Arkansas, California, Hawaii, Oklahoma, Ohio, Texas, & Wisconsin. Variable Annuity Insurance Licensed in Texas. We offer Variable Annuities offering riders, including, Guaranteed Income and Life -time Withdrawal Benefits. We are in our thirtieth year of delivering superior client service, independent  research, tax-deferred and tax free strategies, 401 (k) Rollovers and IRA transfers, asset allocation tools for retirement planning, access to some of the top Professional Money Managers, Portfolio Diversification designed for each individual situation. Proposed Financial Plans are focused on long-term investment strategies for retirement.  References are available upon request.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.