Services

• FDIC Insured Certificates of Deposit
• Bond Ladders
• Government Bonds
• Corporate Bonds
• Tax Advantaged Municipal Bonds
• Mortgage Backed Securities
• Mutual Funds
• Tax Deferred Annuities
  • Fixed
  • Variable
• Unit Investment Trust

• Triad Advisors
• Donaldson, Lufkin, and Jenrette
• Goldman Sachs
• Credit Swisse First Boston
• High Growth Stock Investments
• Morningstar

• Individuals, Businesses, and Corporations

• Strategic Asset Allocation
• Retirement Planning Analysis
• Education Funding Analysis
• Lump Sum Distribution Analysis
• Portfolio Review
• Morningstar Principia Pro Analysis (stock, mutual fund, and annuities)

• Personal Tax Return
• Business Tax Return
• Year-End Tax Planning

• 529 College Savings Plan
• Custodial Accounts for Minors (UGMA/UTMA)

• Self directed IRA’s
• Self Employed Retirement Plans
• SEP IRA’s
• 401K Plans
• Profit Sharing / Pension Plans
• Roth IRA`s

• Term Life
• Variable Universal Life
• Fixed Universal Life
• Fixed Index Universal Life
• Fixed Index Annuities
• Fixed Annuities
• Variable Annuities
• Immediate Annuities

• Ed is in touch with several local Attorneys and CPA’s which act to supplement his work in the areas of estate and business planning. In addition, Ed can provide referrals to several local bankers and mortgage brokers should need arise.
• Attorneys and CPAs are independent of Triad Advisors, LLC.

• Through an unaffiliated third party business partner.

• We provide notary service free for our clients.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Registration with the SEC as a Registered Investment Advisor does not imply a certain level of skill or training.