Business Owner Protection & Growth

Business Owner Protection & Growth

As a business owner, you have a lot of responsibility. Not only do you have to worry about the day-to-day operations of your business, but you also have to think about the long-term financial health of your company. A financial advisor can be a valuable partner in protecting and growing your business. Freedom Wealth can help you grow, retain employees, save money on taxes, and plan for the succession of your business.

The services that we offer are:

  • Business Model Strategy
  • Employer-Sponsored Plans & 401(k) 
  • Business Succession
  • Key Person Protection
  • Employee Benefits
Full Service Wealth Mangement Firm

More Services

Retirement Planning

To achieve the goals you hope to reach in the future, it is critical to plan today. Sometimes it is not easy to visualize the third stage of life, especially when it is years away. Our planners know the questions to ask and issues to cover so you can achieve financial independence.

Tax Strategies

At Freedom Wealth Management, one of the most important things that we can do is help our clients to minimize their tax liability. There are a number of different strategies that you can use to do this, and we can help you along the way.

Military Transition Planning

We work with service members and their families to ensure a smooth transition from military to civilian life. This includes helping them plan for their financial future and providing support during the transition process.

Legacy Planning

You may have taken steps to put your affairs in order, from setting goals for retirement to establishing a legacy. We find that many clients already have aspects of an estate plan in place: typically a combination of investments, a will, a trust, and possibly insurance policies. Our advisors can bring all the pieces of the puzzle together for you!

Investing & Saving

Creating a solid investment plan requires taking a close look at your current finances, as well as any future needs and goals you might have. It's important to work with experienced professionals who can help assess your risk tolerance level and give you the right investment mix.

Risk Management

We understand that you want to protect your investments. Our financial advisors provide a level of exposure that you are comfortable with, and we can suggest insurance solutions that prepare you for the unexpected.

Education Planning

We know how important it is to make sure your children have the best education possible. That's why our financial advisors work with you and help plan for their futures, from preschool all the way through college!

Contact Our Wealth Management Team Today!

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