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
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A Written Financial Analysis
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Estate Preservation and Transfer
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Retirement Planning
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Income Tax Planning
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Education Planning
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Gifting Strategies
INVESTING
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Stocks and Bonds
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Mutual Funds
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Brokerage Accounts & Asset Management Accounts
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Certificates of Deposits
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IRAs- Roth, Traditional, Education
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Tax Deferred Annuities
ASSET PROTECTION
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Life Insurance
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Disability Income Insurance
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Long Term Care Insurance
BUSINESS
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401(k), Profit Sharing, SEPP, Simple Plans
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Group Life & Disability
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Buy/Sell Planning & Funding
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Payroll Deduction Plans
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Key Person Protection
INCOME TAX
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Income Tax Preparation
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e-File
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Tax Consulting for Individuals and Business