Experience the freedom
you’ve worked so hard for.

Wealth management for business owners and affluent families.

Grow & Protect
Your Wealth

Secure
Your Legacy

Live Your
Life Freely

Are we going to be okay?

Lack of financial clarity is what keeps many people up at night, but it doesn’t have to.

A smiling business man

Business Owners

  • What if I have too much wealth tied up in my business?
  • How do I maximize the value of my business and minimize taxes?
  • Is my business protected if the unexpected happens?
  • How do I successfully exit my business without regret?
  • What am I exiting to? What’s next?
A couple who could use financial planning services

Affluent Families

  • Can we live the life we want without running out of money?
  • When can I make work optional?
  • How do we set up future generations for success?
  • Will my family be okay if something happens to me?
  • Are we invested in a way that will grow and protect our wealth?

Freedom Roadmap Process

Graphic showing our process of Clarifying, Calculating, Crafting, and Coaching: Clarify: Articulate your values & goals Provide space for both partners to contribute Calculate: Understand your net worth Get your Freedom Score™ Craft: Learn how to close the Value Gap Clear steps outlined in Personal financial plan Coach: Ongoing guidance and support as we implement the plan (and as life changes)
Graphic showing our process of Clarifying, Calculating, Crafting, and Coaching: Clarify: Articulate your values & goals Provide space for both partners to contribute Calculate: Understand your net worth Get your Freedom Score™ Craft: Learn how to close the Value Gap Clear steps outlined in Personal financial plan Coach: Ongoing guidance and support as we implement the plan (and as life changes)

CLARITY

CONFIDENCE

CONTROL

When you have clarity, you can have confidence

With our proprietary Freedom Roadmap process, you’ll gain the financial clarity you need to move forward with confidence.

A graphic showing how we help Business Owners: Business Valuation & Value Gap Analysis Business Planning Corporate Retirement Plans Executive Benefits Business Insurance Exit Planning
A graphic showing how we help Affluent Families: Investment Management Financial Planning Tax Planning Personal Insurance Estate & Legacy Planning Retirement Planning

Case Studies

Success brings new challenges. We understand the questions and concern that come along with those. Let us help you make the most of your opportunities and wealth so you can enjoy life on your terms.

David & Laura

Business Owners

A man and a woman smiling while in a warehouse space

Founders
Approaching Exit

They were accomplished business owners, but weren’t sure how to construct a successful exit while ensuring they could live the life they dreamed of.

Michael & Sarah

Exited Business Owners

A man and woman in a boat - he has his arm wrapped around her shoulder are they laugh together

Post Business
Exit Transition

Although the sale of their business was a success, they were unfamiliar with their new role of “wealth stewards” and how to transition into a fulfilling next chapter.

Mark & Melissa

Affluent Family

A man and woman - he has his arm wrapped around her shoulders as they look in different directions

A Couple’s Roadmap to Financial Freedom

At a crossroads, they were torn between a desire for more freedom and the clarity on how to transition. They also discovered they weren’t on the same page about their future.

eBook Downloads to Help You Reach Financial Freedom

Fiduciary Obligation: To Focus First On You and Your Goals

The ethical standards that come with being fiduciaries are high. As true fiduciaries, we’re legally obligated to put your best interest above our own, charge reasonable fees, act promptly, and disclose conflicts of interest. There’s no gray area. That’s what differentiates us as fiduciary advisors from non-fiduciary advisors – YOU come first in all we do.

Guiding you to the financial freedom you deserve.

Guiding you to the financial freedom you deserve.

Freedom Financial Parters Logo

Clarity + confidence for what’s next.

Email us at:
info@ffpforme.com

(651) 797-3532