A comprehensive approach to retirement planning considers tax planning, investment management, estate preparation, and other elements. Our staff of professional specialists analyzes and develops methods to assist you in pursuing and maintaining your retirement objectives.
We offer a variety of services to help you plan for retirement, including:
-Retirement Goal Setting
-Social Security & Medicare
-Retirement Account Consolidation
Our team can help you create an individualized retirement plan to keep you on track. We also offer investment management services that seek to help you grow your retirement savings and provide you an income in retirement.
We understand that retirement planning can be complex, but we are here to help you every step of the way. Contact us today to learn more about our retirement planning services.
Full Service Wealth Mangement Firm
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.
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.
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!