We know that trusting others with your investments and life goals is a big deal.
Our wealth management experts have over 30 years of experience in investment management and comprehensive financial planning including retirement income planning, estate planning, cash flow and income tax planning, college funding, and risk and insurances. We can help you maximize and protect your wealth with smart growth and protection strategies. Your success is our success.
At Financial Freedom, we’re here to help you reach your life and financial goals. We want our fees to be viewed as an investment as opposed to just another expense. If you have $1 million or more in investable assets, excluding the value of your home, our fee-only, comprehensive financial planning and investment process may be the right fit for you.
Here's what you can expect when you work with us:
- We won't sell you products
- We don’t accept commissions of any form
- We’re a completely independent financial advisory firm
- We’re 100% FEE-ONLY
- We act as your legal fiduciary 100% of the time