By collaborating with our financial advisors, you will be able to mitigate risk. We also prepare you for the holes you can’t see in your financial plan.
Our Risk Management Service includes:
- Investment mix
- Life Insurance/Annuities
- Long-Term Care Insurance
- Disability Insurance
- Emergency Funds
- Personal Liability
- Debt Management
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.
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 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!