At Financial Freedom, we’re here to help you achieve financial independence and live your best life…whatever that means to you.
Are we right for you? At Financial Freedom, we work with individuals and families looking for a better solution to achieve their financial goals. Many of our clients have similar characteristics, including:
- You want to know if and when you can retire
- You have been managing your investments yourself but now need an advisor to help you convert assets to income
- Your assets continue to grow and it’s time to get professional assistance
- You’re getting ready to or have recently sold a business
- Your current financial advisor or broker doesn’t communicate with you as much as you’d like
- Your actual investment results of your current advisor haven’t lived up to the sales pitch they presented to you
- You want assistance with all aspects of your financial life, not just investments
- You want to preserve, as well as grow, your wealth
- You need creative wealth management to help you maximize your estate, tax and retirement goals without increasing risk
- A desire to protect your spouse and family if something happened to you
Case Studies:
Read these client stories to learn more about how we helped people like you:
Case Study #1: Getting Ready for Retirement
Case Study #2: Recently Retired
Case Study #3: Getting Started
At Financial Freedom, we’ll help you:
- Stay on track to getting to, or staying, financially independent
- Avoid financial mistakes that can impact your financial future
- Invest your money most appropriately for both your goals and your ability to withstand volatility
- Help you handle money issues with your adult children or other family members so everyone benefits
- Help you plan your legacy and charitable giving
- And most importantly, we’ll help you achieve your life goals and objectives, whatever they might be