{"id":24,"date":"2017-09-20T21:09:38","date_gmt":"2017-09-20T21:09:38","guid":{"rendered":"http:\/\/ffllc.suiportal.com\/?page_id=24"},"modified":"2018-09-22T17:12:35","modified_gmt":"2018-09-22T17:12:35","slug":"approach","status":"publish","type":"page","link":"https:\/\/finfree.com\/approach\/","title":{"rendered":"Get to Know Us"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column width=&#8221;2\/3&#8243;][vc_column_text]<\/p>\n<blockquote><p>You can expect a long-term relationship when working with Financial Freedom.<\/p><\/blockquote>\n<p>In fact, our client relationships often span multiple generations. Paying meticulous attention to detail and garnering a deep understanding of your finances, we will help you manage your wealth no matter where life leads you.<\/p>\n<h2>Our Fee-Only, Retainer Based Approach<\/h2>\n<p>At Financial Freedom, we value your success. For this reason, we chose to structure our company as a <a href=\"https:\/\/finfree.com\/fee-only\/\">fee-only wealth management firm<\/a>. What this means for you is that:<\/p>\n<ol>\n<li>We <strong>do not<\/strong> take a percentage of your assets as payment;<\/li>\n<li>We <strong>do not<\/strong> accept any commissions or compensation from third parties; and<\/li>\n<li>We <strong>will always<\/strong> provide independent and objective recommendations.<\/li>\n<\/ol>\n<p>We are your strongest financial advocates. Our retainer agreements are developed after getting to know your wealth management objectives and the scope of our work together. As a fee-only firm, you can rest assured that our team always has your best interests in mind. Learn more about our fee-only approach.[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243;][vc_single_image image=&#8221;570&#8243; img_size=&#8221;full&#8221; style=&#8221;vc_box_border&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1536473870605{padding-top: 32px !important;padding-right: 32px !important;padding-bottom: 32px !important;padding-left: 32px !important;background-color: #284072 !important;}&#8221; el_class=&#8221;bullet&#8221;]<\/p>\n<h2><span style=\"color: #ffffff;\">Are We a Good Fit?<\/span><\/h2>\n<p><span style=\"color: #ffffff;\">Over the past 30 years, we have learned key attributes that help ensure that we have a good fit with potential new clients.\u00a0 A good fit is critically important to a mutually beneficial long-term relationship.\u00a0 From our experience, key attributes of a \u201cwin-win\u201d relationship include:<\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\">A minimum of $1 million of investable assets.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">A desire for an on-going long-term wealth management relationship; one-time project work or \u201csecond opinions\u201d would not be a good fit.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Good personal chemistry; life is too short to not like each other.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">A desire to develop an in-depth relationship where we develop a deep level of trust and treat each other as partners versus a customer\/supplier relationship.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Someone who values professional advice and believes that the right professional can \u201cadd value\u201d to their lives.<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text]<\/p>\n<h2>Financial Freedom Review Process<\/h2>\n<p>In the world of wealth management, transparency is king. You\u2019ve worked hard to build your assets, which is why we\u2019re dedicated to regular performance reviews. We provide our clients with an annual Wealth Management Services evaluation package. In this evaluation, we recap all the <a href=\"https:\/\/finfree.com\/services\/comprehensive-financial-planning\/\">Comprehensive Financial Planning<\/a> actions we have taken. This process also involves comparing each client&#8217;s portfolio investment return performance to relevant industry benchmarks. This evaluation process lets you see how our retainer relationship directly contributes to the achievement of your goals.<\/p>\n<h2>Our Approach to Client Service<\/h2>\n<p>Why do the professionals at Financial Freedom treat each client as a top priority? Because your success is our success. We know that trusting others with your investments is a big deal, but with over 30 years of experience in wealth management, our team will be by your side. We also believe that a sense of urgency matters.\u00a0 Our firm has SDR \u2013 Same Day Response \u2013 where we will respond to phone calls or e-mails the same day they are received. With five convenient office locations across the United States, our team is readily available to help make your dreams a reality.<\/p>\n<h2>Fund Expenses Matter<\/h2>\n<p>The team at Financial Freedom is focused on buying high-quality, low-expense ratio\u00a0exchange-traded and mutual funds. We are very sensitive to the fact that if funds have high expense ratios, it has a significant negative impact on net investment returns. With fixed income and equity investment returns shrinking from historical levels, high fee expenses\u00a0will represent a significant percentage of the investment return. We use funds from Vanguard, Fidelity, T. Rowe Price, Dodge &amp; Cox, and other fund companies that offer very competitive expense ratios. We do not use loaded funds (funds with upfront commissions) and many of the funds that we use have no transaction fees (the funds are free to buy and sell).<\/p>\n<h2>Acting As Your Financial Quarterback<\/h2>\n<p>One thing that makes Financial Freedom unique is our ability to work with other professionals to streamline the financial planning process and increase overall efficiency. Financial Freedom has developed a strong team of specialists and has ongoing working relationships with the following specific professionals:<\/p>\n<ul>\n<li>Attorneys<\/li>\n<li>Estate Planning Attorneys<\/li>\n<li>Certified Public Accountants (CPAs)<\/li>\n<li>Long-Term Care Providers<\/li>\n<li>Insurance Professionals<\/li>\n<li>Fidelity Investments and other leading financial services companies, and<\/li>\n<li>Local banking professionals<\/li>\n<\/ul>\n<p>Once we have completed the comprehensive financial plan, we coordinate your requirements with these professionals to ensure complete and effective implementation. \u00a0In this regard, Financial Freedom really acts as the \u201cquarterback\u201d of your financial plan\u2014matching your specific requirements with the right professional. <a href=\"https:\/\/finfree.com\/contact-financial-freedom\/\">Contact us to schedule your free initial consultation.<\/a>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column width=&#8221;2\/3&#8243;][vc_column_text] You can expect a long-term relationship when working with Financial Freedom. In fact, our client relationships often span multiple generations. Paying meticulous attention to detail and garnering a deep understanding of your finances, we will help you manage your wealth no matter where life leads you. Our Fee-Only, Retainer Based Approach At Financial [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":129,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"full-width-content","jetpack_post_was_ever_published":false,"footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Fee-Only Retainer Based Financial Planning - Financial Freedom, LLC<\/title>\n<meta name=\"description\" content=\"Financial Freedom LLC provides fee-only financial planning services. 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