WHAT IS FINANCIAL FREEDOM?
Financial Freedom is a Fee-Only Wealth Management Company
We are a Wealth Management Company founded in 1983. Our Wealth Management Services include the following major areas of emphasis:
Comprehensive Financial Planning
This includes Retirement Planning, Retirement Income Distribution Planning, Estate and Charitable Giving Planning, Income Tax Planning, Insurance Analysis and Risk Management, College Education Planning, Stock Option Planning, and 401(k)/Saving Plan IRA Rollover Services.
Investment Management, Asset Allocation and Portfolio Diversification Services
Financial Freedom is a member of the Fidelity Investments Advisor Resource Program. Fidelity Investments, located in Boston, MA, is one of the largest financial services companies in the world. All of our client's assets are custodied at Fidelity, where each client has their own individual account.
What is Financial Freedom's niche? What makes us special?
We utilize value based comprehensive Fee-Only financial planning to help our clients achieve the great goals of life. We are Client centered financial advisors.
What Does Really Mean?
How Do We (Financial Freedom, LLC and its Clients) Evaluate Our Overall Performance?