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Financial Freedom, LLC

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Financial Freedom, LLC

Overview:

Financial Freedom is a fee only financial planning firm specializing in helping clients achieve their life goals and objectives. Our fee only wealth management services include Comprehensive Financial Planning and Investment Management services. We understand that no two clients are alike, which is why we create tailored plans to suit your specific needs and objectives.

Comprehensive Financial Planning

We provide comprehensive financial planning for clients across the U.S. You bring the dreams, we’ll bring the tools to make them a reality.

Investment
Management

We know you worked hard for your assets. We’re here to help you maximize those assets through strategies focused on growth and asset protection.

Retirement
Planning

Are you planning for retirement? Let the wealth management professionals at Financial Freedom help you develop and implement a successful retirement plan.

Financial Freedom is a Fee-Only Firm

As fee-only financial planners, we do not accept any commissions or compensation from other sources. When working with Financial Freedom, you can be confident you are receiving independent and objective recommendations. While many investment managers charge fees based on a percentage of assets, we implement retainers to establish our fees. This approach allows us to focus on what really matters: your best interests. Compared to other investment management firms that charge based on percentage of assets under management, our retainer fees are generally less expensive and provide both fee-only comprehensive financial planning and investment management services.
The Importance of Reflection: Annual Performance Evaluation

At Financial Freedom, we value transparency. We know how hard you’ve worked for your money, which is why we encourage you to review the value of our relationship annually. Our goal is to provide “added value” so that you view our fees as an investment and not just another expense. Each year, we provide our clients with a Wealth Management Services evaluation package wherein we recap all the Comprehensive Financial Planning activities we have performed. Furthermore, we compare each client’s portfolio investment return performance to relevant industry benchmarks. This evaluation process allows clients to see how our retainer relationship directly contributes to the achievement of their life goals and objectives.

Toll Free: +1 800 503 9500

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