Find Your Freedom
Are You Ready For Freedom?
Freedom Wealth Partners is an independent advisory firm committed to serving our clients with integrity, leadership, and passion. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. Our goal is to provide you with guidance to help you understand and define your financial goals.
Services
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Whether you have significant assets to manage or are just starting to accumulate wealth, Freedom Wealth Partners has the tools and experience to serve your needs.
Our comprehensive approach includes:
- Retirement Planning
- Life Insurance Analysis
- Major Purchase Planning
- College Savings
- Investment Management
- Cash Flow Projections
- Liability Analysis
- Business Retirement Plans