Education Planning
Education Planning
As a parent, you want the best for your children and that includes providing them with financial stability. Our advisors are here to help! We offer guidance on how we can pursue this through education planning so they’ll be ready when it matters most. We want to help your children get their dream job, so we advise in alignment with them in mind.
Our services include, but are not limited to:
- Expense Estimation
- 529 Plans
- Coverdell Plan
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.
Business Owner Protection & Growth
We assist business owners in choosing the best possible organizational structures to minimize liability and address any income, estate, or asset protection concerns they may have. With so many options, it's difficult to choose the best one for your company. Fortunately, we can help you make sense of it all and pick the option that will work best for you and your business goals.