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.
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:
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?
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?
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?
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.
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.
All investment advisory services are provided in conjunction with AdvisorNet Wealth Partners (“AWP”), an SEC registered investment adviser located in Minneapolis, Minnesota at 110 Cheshire Lane, Suite 200, Minnetonka, MN 55305, https://advisornet.com/wealth-management-home/.
Investment advisory services offered through AdvisorNet Wealth Partners. Freedom Financial Partners and AdvisorNet Wealth Partners are separate entities.
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 AWP is engaged, or continues to be engaged, to provide investment advisory services.
The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if AdvisorNet is engaged, or continues to be engaged, to provide investment advisory services
*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Freedom Financial Partners’ representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.
All names, logos, and slogans identifying GS PFM or GS PFM’s products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, Financial Control Scorecard®, Live Richly℠, We Help You Live Richly℠, Helping People Live Richly®, One Best Financial Life®, Ideal Life Index®, GuideCenter®, InvestmentViewfinder℠, United Capital Financial Life Management®, and Financial Years of Freedom℠) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries .