Legacy Planning

Legacy Planning

Like many people, you probably don’t have a comprehensive estate plan. Estate planning is a necessary process that documents your wishes and creates a distribution plan for your assets in the event of your death. A financial advisor can help you create an estate plan that meets your unique needs. We will work with you and your estate attorney to understand your goals and develop a plan that leaves your loved ones taken care of.  Don’t wait until it’s too late to plan for your family’s future. Instead, contact us today to schedule a free consultation. We’ll help you create a plan that gives you confidence.

We provide: 

  • Charitable Giving & Trusts
  • Beneficiary Reviews
  • Donor Advised Funds
  • Professional Relationship Management
  • Generational Wealth Strategies
  • Tax Strategies
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.

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.

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!