Shane Edwards, Financial Planner

Shane Edwards, Financial Planner Preparing for that next step in life isn’t always easy. Contact me to discuss your financial future. Supervisory address: 7150 W. Central Ave. (419) 893-9759.

My combination of professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, i

nsight and capability. I am licensed to sell insurance in AR (License #17972807), CA (License #4409478), CO, CT, FL, GA, IN, LA, MD, MI, MS, NC, OH, TX, UT, VA, WA

Securities Registered States: CA, CO,FL, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NY, OH, PA, SC, TN, TX, VA, AR

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Ste. 100 Toledo, OH 43617.

Whether you've been investing for years or are just starting out, here are some tips on how to begin.
03/09/2022

Whether you've been investing for years or are just starting out, here are some tips on how to begin.

Here’s a look at the eight easiest investment paths you should consider during your 20s.

You don't have to be a millionaire to learn from their financial habits.
03/02/2022

You don't have to be a millionaire to learn from their financial habits.

The wealthy share habits that anyone can replicate

How strong are your financial literacy skills? These simple basics can help strengthen your savings game.
02/23/2022

How strong are your financial literacy skills? These simple basics can help strengthen your savings game.

When it comes down the the basics, there are only a few things you need to know about money: How to make it, how to keep it and how to grow it.

Find out how refinancing can help your overall financial goals.
02/16/2022

Find out how refinancing can help your overall financial goals.

Interest can seem like an abstract notion when you first take out loans. Here’s what you need to know about various repayment plans, as well as student loan refinancing.

What is this new strategy and how can it help you meet your financial goals?
02/09/2022

What is this new strategy and how can it help you meet your financial goals?

A portfolio of stocks and bonds used to be the gold standard, but it just doesn’t cut it anymore. It’s time to throw some alternative investments into the mix.

Rachel Rodgers shares the insights that helped her completely change her financial life.
02/02/2022

Rachel Rodgers shares the insights that helped her completely change her financial life.

How she went from six figures of debt to self-made millionaire.

If you're looking for new ways to make money in the new year, you're not alone.
01/26/2022

If you're looking for new ways to make money in the new year, you're not alone.

I will walk you through a few different low, medium, and high-risk money-making strategies in this guide that you can implement in your life.

Take a look at this list for some fresh ideas to jump start your finances.
01/19/2022

Take a look at this list for some fresh ideas to jump start your finances.

Ready for a fresh start? Here's your guide.

01/12/2022

Look in your mailbox for two letters the I.R.S. is sending this month. Make sure the numbers the agency is listing for pandemic aid match yours.

Investing can seem intimidating but it doesn't need to be. Take a look at these insights for tips on how to get started.
01/12/2022

Investing can seem intimidating but it doesn't need to be. Take a look at these insights for tips on how to get started.

Financial planners recommend starting your investing journey with some research, then automating your investments to make things easy.

Roth IRAs are just one way to increase your tax savings.
01/05/2022

Roth IRAs are just one way to increase your tax savings.

Tax Guy explains how to take advantage of tax-free income opportunities.

Learn more about how to manage an inheritance and how you can make those funds work for you.
12/29/2021

Learn more about how to manage an inheritance and how you can make those funds work for you.

When a loved one passes away, you may receive an inheritance. This money is a token of the person’s appreciation for you and often represents a lifetime of savings. When you’ve received a large sum of money, there is a … Continue reading → The post How to Invest Your Inheritance appeared fir...

Address

7150 W. Central Avenue Ste. 100
Toledo, OH
43617

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