How Stocks, Mutual Funds and Exchange Traded Funds Can Lead You to Financial Freedom

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[…]

Filed Under: Comprehensive Financial Planning

Why Comprehensive Financial Planning Should Include an Annual Review

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[…]

Filed Under: Comprehensive Financial Planning

How a Small, Independent Firm Can Help Lead You to Financial Freedom

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[…]

Filed Under: Comprehensive Financial Planning

Q&A with Financial Freedom LLC

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[…]

Filed Under: Comprehensive Financial Planning

What Is a Fee Only Retirement Planner?

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[…]

Filed Under: Comprehensive Financial Planning

Top 3 Reasons Why You Should Work with a Fee Only Wealth Management Firm

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[…]

Filed Under: Comprehensive Financial Planning

Executive Compensation - Cash or Additional Company Exposure

December 11, 2017 By Financial Freedom, LLC

This time of year is normally the time that clients who have bonuses and executive compensation need to make choices in regards to receiving these benefits as cash, company stock options or company[…]

Filed Under: Insider, Comprehensive Financial Planning

10 Questions to Ask When Choosing a Financial Advisor

November 22, 2017 By Financial Freedom, LLC

Choosing a financial planner is a huge decision. You are entrusting them with your personal fortune and depending on them to help protect, preserve, and grow your nest egg for you and your family.[…]

Filed Under: Insider, Comprehensive Financial Planning