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Phillip M. Edwards, CFP® Financial Planning

Our Services

It is my practice that Financial Planning begins with a “Financial Checkup” that is an in-depth evaluation of your current financial situation. With a written financial analysis I can focus on your specific goals. I also offer a broad range of services and products that help you achieve your financial goals. 

COMPREHENSIVE FINANCIAL PLANNING

  • A Written Financial Analysis  

  • Estate Preservation and Transfer 

  • Retirement Planning 

  • Income Tax Planning  

  • Education Planning 

  • Gifting Strategies

INVESTING

  • Stocks and Bonds  

  • Mutual Funds 

  • Brokerage Accounts  & Asset Management Accounts 

  • Certificates of Deposits 

  • IRAs- Roth, Traditional, Education 

  • Tax Deferred Annuities

ASSET PROTECTION                      

  • Life Insurance 

  • Disability Income Insurance  

  • Long Term Care Insurance

BUSINESS

  • 401(k), Profit Sharing, SEPP, Simple Plans 

  • Group Life & Disability 

  • Buy/Sell Planning & Funding  

  • Payroll Deduction Plans 

  • Key Person Protection                                                            

INCOME TAX

  • Income Tax Preparation

  • e-File

  • Tax Consulting for Individuals and Business

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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