Creative Financial Design

Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the oportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

Edward has created this website to help you gain a better understaning of the financial concepts behind investing, retirement, estate planning, insurance and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

Edward's Philosophy

 My clients are informed, educated, and then advised so they can make the right choices regarding their financial future. I believe in a comprehensive approach to financial planning.  I'm a firm believer in diversification.  I look at myself more as a 'risk manager' than an investment manager.  As an independent financial planner, I am not limited to the products and services of any one company. I can truly shop the market and present my clients with the best options in the marketplace.

We hope you take advantage of this resource and visit us often.  Be sure to add us to your list of "favorites" in your Internet browser.  We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

If you have any questions or comments about your personal financial situation or about anything on this website, please do not hesitate to contact us.