{"id":562,"date":"2018-08-03T15:29:29","date_gmt":"2018-08-03T15:29:29","guid":{"rendered":"http:\/\/142.93.18.4\/?page_id=562"},"modified":"2018-09-22T17:10:14","modified_gmt":"2018-09-22T17:10:14","slug":"how-we-work-with-you","status":"publish","type":"page","link":"https:\/\/finfree.com\/how-we-work-with-you\/","title":{"rendered":"How We Work With You"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]<\/p>\n

You\u2019ve worked hard to build your assets, so you deserve to know exactly how well they are being managed.<\/p><\/blockquote>\n

Performance Review Process<\/h3>\n

In keeping with our commitment to transparency, we provide our clients with an annual Wealth Management Services evaluation.<\/p>\n

In this detailed review, we recap all the\u00a0Comprehensive Financial Planning<\/a> work we\u2019ve done for you in the previous year.\u00a0 On the Investment Management side, we compare your portfolio\u2019s investment return against relevant industry benchmarks.\u00a0This evaluation lets you clearly see how we\u2019re doing, and how our relationship contributes to the achievement of your goals.<\/p>\n

High Service Level<\/h3>\n

Why do the professionals at Financial Freedom treat each client as a top priority? Because to us, you are.\u00a0 Unlike firms that rely on a corporate brand or extensive advertising to bring in new clients, we\u2019re a local business.\u00a0 We depend on happy clients and your success is our success.<\/p>\n

With over 30 years of experience, Financial Freedom\u2019s team knows how to provide high-level service.\u00a0 As a family-owned business, we\u2019ve built our success on it.<\/p>\n

Same Day Response<\/h3>\n

When you have financial questions, you want answers sooner rather than later.\u00a0 So we provide Same Day Response service (\u201cSDR\u201d); we\u2019ll respond to your phone calls or e-mails the same day they are received.<\/p>\n

Investment Expense Control<\/h3>\n

With fixed income and equity returns shrinking from historical levels, expenses matter more than ever.\u00a0 If a mutual fund or exchange-traded fund (\u201cETF\u201d) your advisor uses has a high expense ratio, it reduces your returns.\u00a0 So at Financial Freedom, we focus on buying high quality, yet low-cost ETFs and mutual funds.<\/p>\n

We use funds from Vanguard, Fidelity, T. Rowe Price, Dodge & 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).\u00a0 At the end of the day, our objective is to use investments that “add value” above and beyond their relevant industry benchmark.<\/p>\n

By keeping your costs low, we keep more of your money working for you.<\/p>\n

Your Financial Quarterback<\/h3>\n

Smart tax and estate planning strategies can help you achieve your long-term financial goals but require careful execution.\u00a0 At Financial Freedom, we work closely with your other professionals to make sure your financial plan gets fully implemented. We\u2019re always happy to work with your existing professionals (such as your accountant and attorney).\u00a0 Or, if you\u2019d prefer, we also have a team of vetted specialists that we can recommend to you for cost-effective results:<\/p>\n

    \n
  • Attorneys<\/li>\n
  • Estate Planning Attorneys<\/li>\n
  • Certified Public Accountants (CPAs)<\/li>\n
  • Long-Term Care Providers<\/li>\n
  • Insurance Professionals<\/li>\n
  • Fidelity Investments and other leading financial services companies, and<\/li>\n
  • Local banking professionals<\/li>\n<\/ul>\n

    Once we have completed an initial financial plan for you, we coordinate your requirements with your other professionals to ensure complete and effective implementation. \u00a0In this regard, Financial Freedom really acts as the \u201cquarterback\u201d of your financial plan\u2014handling all of the planning, matching your requirements with the right professional, and then making sure the plan is carried out effectively.[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

    [vc_row][vc_column][vc_column_text] You\u2019ve worked hard to build your assets, so you deserve to know exactly how well they are being managed. Performance Review Process In keeping with our commitment to transparency, we provide our clients with an annual Wealth Management Services evaluation. In this detailed review, we recap all the\u00a0Comprehensive Financial Planning work we\u2019ve done for […]<\/p>\n","protected":false},"author":4,"featured_media":0,"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":"\nHow We Work With You | Financial Freedom LLC<\/title>\n<meta name=\"description\" content=\"You\u2019ve worked hard to build your assets, so you deserve to know exactly how well they are being managed. 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