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Phillip M. Edwards, CFP® Financial Planning

208 Patrick Ave. P.O. Box 627 
Urbana, OH 43078

Phone:

(937) 652-3385

Fax:

(937) 653-3293

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Financial Planning, Tax & Business Consulting

Phillip M. Edwards, CFP®

Phillip M. Edwards at the floor of the New York Stock Exchange

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck