Sole Financial Group LLC

The EDI Financial Group is an Independent wealth management firm that focuses on the many complex investing and tax issues facing individuals and businesses. The firm has widespread capabilities to address the issues of risk exposure, asset preservation, income and tax planning. People sometimes confuse asset management or financial management with wealth management. However, asset management is only one important component of a larger tapestry of total wealth management that comprises: •A comprehensive investment strategy that balances prudent risk tolerance with carefully selected investment vehicles to achieve your important lifestyle goals. •Tax planning that aims to ensure you pay the minimal taxes required.