Individual Financial ServicesOrangeBall Creative2024-02-22T09:18:56-06:00

Partnering with you to create a plan that supports your dreams today and beyond.

Replacing questions with confidence so you can sleep well at night.

“How much do I need for retirement? Am I saving enough for my child’s education? What if something unplanned happens?” These are the kinds of questions that can keep you up at night. We help you prepare for whatever comes your way.

$1,900,000 - the average amount Americans feel they need for retirement

According to the Social Security Office of Retirement & Disability Policy, Americans feel they need $1.9 million, on average, for retirement.

We get it.

At Freedom Financial Partners, our desire to see you succeed is what drives us. We’ll provide fresh perspectives, strong solutions, and a trusted partnership as we build a roadmap you feel excited about.

Let us guide you with:

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Investment Management

How does my investment plan connect to my goals?
Should I consider things like municipal bonds, alternative investments, or lifetime income strategies?
How much risk should I take?
Is my portfolio properly diversified?

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Comprehensive Financial Planning

What are my values and goals?
Can we connect these to my financial plan?
Will I have enough to retire when I want to?
Will the plan change as my life changes?

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Retirement Planning

Will I have enough to retire when I want to?
Which investments are best for retirement?
How will I generate income in retirement?
When should I take social security?

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Estate & Legacy Planning

Can you help me with a will or trust?
Are my estate planning documents up to date?
Will you help my beneficiaries should something happen to me?
How do I leave a legacy?

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Tax Planning

Can I minimize the taxes I pay?
When should I consider strategies like Roth conversions or tax-loss harvesting?
Who will help me with projections and preparations?
Is my current portfolio tax efficient?

Insurance

Will my family be okay if I die or become disabled?
Am I maximizing my employee benefits?
How will I pay for medical expenses after retirement?
Do I own the right type of insurance products?

We also provide comprehensive services for business owners.

Everyone Has A Risk Number. What’s Yours?

Determine how much risk you want, how much you need to take to reach your goals – and how much you have in your portfolio.

Identify your personal risk number.
Use your results to build an optimized portfolio that fits your risk tolerance and goals.
Gain peace of mind, even during volatile markets.

Start Free Exercise

“Thank you for the wonderful service and support we have gotten throughout the years. Making the move to work with your team was one of the best decisions we’ve made and we are so grateful for you.”

Testimonial provided by Freedom Financial Partners, LLC client. No compensation was exchanged for this testimonial.

Living life richly starts with a conversation.

Email us at:
info@ffpforme.com

(651) 797-3532

Office: (651) 797-3532
Fax: (651) 797-3509

600 Inwood Ave North,
Suite 260
Oakdale, MN 55128

info@ffpforme.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Freedom Financial Partners, LLC (“Freedom Financial”) is a registered as an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Freedom Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Freedom Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if FFP is engaged, or continues to be engaged, to provide investment advisory services.

Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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