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Empower Your Financial Journey with Our Comprehensive Services

At Freedom Wealth, we understand that a one-size-fits-all approach doesn’t work when it comes to financial planning. That’s why our suite of financial services in San Antonio is designed to be as unique as you are. From investment management to tax planning and estate strategies, our expert team is dedicated to helping you navigate the complexities of the financial world, empowering you to achieve your long-term goals with confidence.

Empower Your Financial Journey with Our Comprehensive Services

At Freedom Wealth, your financial success is our top priority. With our comprehensive financial services and a team of dedicated professionals in San Antonio, we’re here to guide you towards achieving your financial aspirations. Let’s create your path to financial freedom together.

We Are Specialist At

Comprehensive Wealth Management

Retirement Goal Setting

Retirement Income

Social Security & Medicare


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


Emergency Funds

Personal Liability

Debt Management

TSP Transition assistance

Financial Education 


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

Expense Estimation

529 Plans

Coverdell Plans

We help you through every stage of your financial journey

Building Wealth - San Antonio

Building Wealth

You can create a bright future for yourself by starting to save and plan today. We’ll assist you in building a strong financial foundation. Evaluating your present situation is our initial step. As a result, we will craft a customized strategy that fits your needs precisely.

Preserving your family life

Prepare for the future and for your loved ones by working with us to create a comprehensive plan. We’ll help you account for both the expected and unexpected, so that you’re always ready for whatever comes your way.

Preserving your family life

Enjoying Retirement

Make the most of your retirement by planning for each important aspect, such as savings, employee retirement plans, social security, and taxes. We can assist you in utilizing these resources to their fullest potential throughout your lifetime.

Client Success Stories: Hear What Our Customers Have to Say!

Ready to take control of your financial future?

Contact the experts at Freedom Wealth today to learn how our personalized financial services can help you achieve your dreams.

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