Turning Wealth Into a Life Well Lived
What comes next?
You’ve worked hard, sacrificed, and finally achieved the financial success that once seemed like a distant dream. You’ve built up your wealth, but with it comes new questions: How do I manage this? What can I retire?
We help affluent families like yours align their financial success to the life they’ve always envisioned. Whether it’s traveling the world, creating unforgettable family experiences, funding education for loved ones or purchasing that dream property, we’ll create a plan that gives you the freedom to live your dreams while growing and preserving your wealth.
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:
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?
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?
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?
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?
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?
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.
“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.”
Testimonials presented by individuals may not be representative of the sentiments of other clients of Freedom Financial Partners, and we encourage you to independently evaluate our firm based on additional criteria that you deem appropriate.
A trusted partner for your next chapter.
We make it OK not to have all the answers while guiding you toward the life you’ve envisioned. Whether you’re investing in new opportunities, planning unforgettable experiences, or simply learning to relax and enjoy the fruits of your labor, we’re with you every step of the way.
With an integrity-driven approach and unparalleled service, we help you manage your finances with clarity, accountability, and purpose.
