Why a Long-Term Relationship with Your Financial Advisor Can Benefit YOU

In my opinion, everybody can benefit from a financial plan, because every aspect of your life has an effect on your finances and your financial future. Your goals, your life circumstances and your[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Who Should Be on Your Financial Planning Team?

As you start your financial planning journey to retirement and beyond, you’ll need to assemble a trusted team of professionals to help you set up and execute your financial plan. Similar to how[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Fee-Only Wealth Management Vs. Commission-Based Financial Advice: Let’s Compare

When it comes to hiring a financial advisor to help you with retirement planning, you have a myriad of options to choose from. But along with that vast selection comes the difficulty of picking the[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Getting Ready for Retirement? Here are 4 Things To Do First

Whether you’re in the throes of your career, acclimating to an empty nest or getting ready for retirement, it’s crucial that retirement planning is started sooner rather than later.

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Why the Fiduciary Rule Matters to You

At Financial Freedom, we see this scenario often: You have a bit of money saved up that you’d like to put to good use. Perhaps you’re thinking about investing some of it so you can earn more than the[…]

Filed Under: Comprehensive Financial Planning, fiduciary

Your Comprehensive Financial Planning Checklist

Most of us have heard the phrase, “If you fail to plan, you are planning to fail,” which Benjamin Franklin supposedly once said. The proverb especially rings true for a whopping one-third of[…]

Filed Under: Comprehensive Financial Planning

What Is a Fee Only Wealth Management Firm – and 7 Other Common Questions

Financial Freedom is a fee only wealth management firm. This is a huge benefit for any investor, but many don’t know what that means. So, I thought I’d answer this question along with a few other[…]

Filed Under: Comprehensive Financial Planning

Planning for Financial Freedom at Any Phase of Life

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[…]

Filed Under: Comprehensive Financial Planning

How Estate Planning Fits in a Comprehensive Financial Plan

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[…]

Filed Under: Comprehensive Financial Planning

What Comprehensive Financial Planning SHOULD Look Like

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

Filed Under: Comprehensive Financial Planning