Your Partner in Navigating Financial Success
Achieve Financial Freedom Partner with Professional Financial Advisors
Professional Financial Advisors
Own The Keys To Your Future
At Freedom Wealth, we understand the importance of not just planning for the future but also protecting and growing your legacy. Let us help you navigate your path to financial freedom with personalized strategies in retirement planning, financial investments, tax strategies, risk management, military transition planning and more.
Start your journey with us today and unlock the potential of your financial future.
We Are Specialist At
Comprehensive Wealth Management
Retirement Goal Setting
Retirement Income
Social Security & Medicare
IRA’s
Retirement account consolidation
Custom Investing Strategies
Risk Tolerance
Portfolio Reviews
Managed Accounts
Stock, Bonds, Mutual Funds, ETF’s
Private Equity
Tax Liabilities
Review of cost basis
Retirement Accounts
Contribution/Distribution Strategies
Investment mix
Life Insurance/Annuities
Long-Term Care Insurance
Disability Insurance
Budgeting
Emergency Funds
Personal Liability
Debt Management
TSP Transition assistance
Financial Education
Budgeting
Savings Plans
Retirement Plans
Pension Review
Business Model Strategy
Employer-Sponsored Plans & 401(k)
Business Succession
Key Person Protection
Employee Benefits
Charitable Giving & Trusts
Beneficiary Reviews
Donor Advised Funds
Professional Relationship Management
Generational Wealth
Empowering Families, Retirees, Pros, Veterans, & Business Owners
At Freedom Wealth, we cater to families, retirees, professionals, veterans, and business owners with bespoke financial strategies. Our expertise ensures every client steps closer to their financial aspirations, guided by personalized, expert advice. Join us and start shaping your future today.
Families
Family is the most important thing to us. We serve families at our wealth management firm because we believe that family comes first, no matter what your situation may be or how much money you have in the bank!
Retirees
We're a financial services firm that caters to retirees. We help them invest and seek to protect their investments.
Next Generation Investors
We are committed to serving the next generation of investors. We have technology that can provide a long-term perspective on their investments.
Professionals
Wealth management is a personal and professional responsibility. We offer you a better chance for success with your business endeavors by serving as an advisor, mentor to help guide you through what can often be overwhelming decisions about how best to manage finances wisely
Veterans
We are honored to serve veterans at our wealth management firm. We understand you have significantly sacrificed to serve our country, and we want to be able to serve you. Our commitment has never been more substantial, and we will continue working hard for you, both now and in the future!
Business Owners
We are the well regarded business consulting firm for entrepreneurs who want to grow their companies. Our services include tax strategies, business succession strategies, and personal wealth management. We give you confidence knowing you and your business are on the right track.
Valued experienced professionals
Why Freedom Wealth?
Personal Relationships
We spend the time to truly get to know you, your family, your goals, and your current situation. We build lasting relationships with our clients, and offer completely personalized strategies.
Transparent Fees
At Freedom Wealth, we believe in transparency. We're great at what we do, and it's important to us that you know exactly how much our service will cost.
Dedicated Professional Customer Service
We provide holistic financial plans, coach you to your financial goals, and anticipate how your financial needs will change throughout your life. We are committed to helping you find your freedom and live life your way.