
Jason Edmonds is a Founding Partner of Edmonds Duncan Registered Investment Advisors. He is a 3rd generation Lawrence...
Retirement is a major life change, and we have had the honor of working through the process with hundreds of clients over the years. In addition to the many personal changes retirement brings, investment strategy generally moves from the accumulation phase to distribution phase. We will help you design and manage a strategy to maximize your income, minimize taxes and maintain your lifestyle for a long and happy retirement.
Unanticipated risk is a reality of life, but with proper planning, it can be managed. We help clients identify the most efficient and cost effective means of protecting themselves and their families, businesses, and properties from losses associated with unanticipated events. We approach insurance from the perspective of what is in the best interests of our clients and are licensed to provide a wide range of insurance solutions including, but not limited to Life, Disability, Long Term Care, Property and Casualty, Event, Specialty, and Medicare Plans.
We manage more than $450 Million on behalf of our individual and institutional clients. With 50 years of experience, we have seen every imaginable strategy come and go from favor. While we remain diligent in our search for the best investments available, we are continually led back to a core group of principals which seem consistently true. Stay broadly diversified, keep investment costs low, and be patient. As such, we design and manage diversified, low cost portfolios to help our clients achieve their long-term objectives.
The future is not some place we are going, but one we are creating. The paths are not to be found, but made. And the activity of making them changes both the maker and the destination.
- John H. Schaar.
While each client brings a unique set of circumstances, our basic process is as follows: