All financial plans are different. But when it comes to comprehensive financial planning, we believe that there are 7 things that should be included:

When an investor turns to the Internet to find a fee only wealth management firm, there are many options, so it’s incredibly important to know what you’re looking for. How are these firms different? What is the real difference between wealth management services at one firm as opposed to at all of the other companies […]

A client recently asked me, “What are the thought process/selection criteria and research methods that Financial Freedom employs in selecting and recommending stocks, mutual funds and exchange traded funds?”

When I work with a client, I look at comprehensive financial planning as a roadmap to achieving their financial goals. I lay out the client’s financial and retirement goals in one place, the obstacles and needs they will encounter along the way and then a route that my client can follow to get to where […]

The goal for most investors is financial freedom – being able to live the life you want without being stressed about money. But when a majority of investors start their search for a financial advisor – the person who they will trust with their hard-earned money, their future and their financial well-being – they first […]

When it comes to retirement planning, people typically have a lot of questions. And rightfully so. You work hard for your money and you deserve to understand what’s happening with it. So, as president of Financial Freedom LLC, I want to discuss some of our clients’ most commonly asked questions when it comes to retirement […]

Planning for retirement can seem like an overwhelming process, from considering whether to plan your own retirement to how to choose a retirement planner. You may have heard conflicting advice from friends or family who have used a variety of financial professionals to help them plan for retirement, such as stockbrokers or insurance agents, and […]

You are already retired, about to retire or thinking about retirement. You’ve built up a substantial nest egg, and you’ve worked really hard to get to this point. As you begin to envision all the benefits of retirement, you can’t help but think about what could go wrong. You need someone to give you an […]

This time of year is normally the time that clients who have bonuses and executive compensation need to make choices in regards to receiving these benefits as cash, company stock options or company restricted share units (RSUs).  Like most decisions, there are advantages and disadvantages to each and no one right answer for everyone. A […]