HOME | August 20, 2022


EDU Financial Strategies:

EDU Financial Strategies is part of the EDU Group of companies which all work together under a central concept that was born in 1998 when the founders agreed on a basic philosophy "Educating the client is key to empowering the client to master good stewardship of their assets but the education must cover multiple disciplines that involve multiple advisors, each representing specific industries and to be truly effective, the education needs to be provided under one roof".

The founder's personal experience proved to them that such a model was needed when they were attempting to help their own parents with financial, tax, and estate matters. Most companies and advisors specialized in a narrow field and were unable to provide expertise in all areas. Traditional brokerage firms specialized only in investments, typical CPA firms specialized only in taxation, Law firms handled the estate planning and real estate was yet another area. Not only were they located in separate offices if not cities, making it almost impossible to coordinate schedules, but when these advisors were met separately much of the advice was disjointed and sometimes even contradictory based on that particular advisors narrow knowledge of expertise and their specific bias to the clients situation resulting in confusion and a feeling of being overwhelmed.

The founders found that they were not alone in their frustrations and that families would typically seek out professionals from multiple companies and have multiple advisors the million-dollar question was "do all of these professionals talk to each other?" NO. "So who gets hurt financially when these key professionals don't communicate with each other?" the client is ultimately hurt.

The EDU concept was born to provide a complete tax, investment and legal approach for the financial health of the families and business owners it serves. All of the professional disciplines are combined under one roof and delivered in an "educational" approach thus the name EDU.

Some of the services we provide by combining the above expertise include:

Some of the services we provide to our business clients include:

  • Business Formation and Structure

  • Asset Protection

  • Business Succession Planning

  • Compensation Design

  • Employee Benefits

  • Cash Management

  • Payroll Services

  • Bookkeeping

  • Tax Services

The EDU concept and business model is proving to be a valuable asset for both our clients and our advisors and we will be expanding the EDU concept to a town near you. If you would like more information on any of our services or if you would like to join the EDU team as an advisor, please fill out an inquiry form {Link to Form} and we will be in touch with you shortly. To learn more about our affiliates from an advisors perspective, click on the links below: