Military Transition Planning
Military Transition Planning
We assist service members and their families in making a seamless passage from military to civilian life. This includes assisting them in preparing for their financial future as well as providing support during the transition period. Our wealth management team can assist with the following services:
-TSP Rollover Services
Our team of financial professionals have the experience and knowledge to help you navigate your unique financial situation. We understand the challenges service members and their families face and are here to help you work towards your financial goals.
If you are a service member or veteran and would like to learn more about our wealth management services, please contact us today. We look forward to helping you on your journey towards financial success.
Full Service Wealth Mangement Firm
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.
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.
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!
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.
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.
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.
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!