Financial planning is an ongoing process – it’s not something you simply set up and never revisit. Planning for financial freedom in retirement takes a well-thought-out strategy and, I believe, a[…]

While “comprehensive financial planning” may not be an every-day term and a concern for everyone, “estate planning” typically is. For the most part, people know what estate planning is, how important[…]

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?[…]

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[…]

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[…]

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[…]

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[…]

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[…]

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[…]