Client-Centric Financial Guidance
Backed By Experience, Integrity & the Desire to Make a Difference.
Freedom Advisory® an SEC fee-only independent advisory firm serving clients nationwide with offices in Fort Lauderdale, FL and dedicated to offering unbiased wealth management services with an unwavering fiduciary duty to act in our clients best interest.
Jeffrey Clark CFP®
Jeffrey is an enthusiastic Financial Advisor with extensive experience in all facets of investments, taxes, financial, estate planning, and relationship management.
He is highly qualified, and brings a sincere passion for helping clients reach their financial goals and the professionalism you expect from us.
Jeff holds an MS in Engineering Management with a Certificate in Business from the University of Florida and is a Certified Financial Planner™ practitioner.
How Can We Help Optimize Your Financial Future?
Our Services Include:
Financial Planning & Consulting
Retirement Planning
Tax Planning
Investment Planning
Insurance & Estate Planning
Investment Management
You Deserve to Work With Advisors Who:
Whether it’s filing your tax return or preparing an estate plan, we understand your need to work with other trusted professionals. We’ll take the lead in coordinating with your network to ensure every decision surrounding your finances is accounted for and working in tandem with your overall financial picture.
Financial literacy is not taught in grade school - meaning most people have been left figuring out their finances as they go. We take all the time we need to keep you up-to-date on what you need to know about your financial picture and well-informed about your options. We do so in order to boost your confidence and help you make healthy, educated decisions about your wealth.
Your wealth should be a blessing, not a burden. And while it’s important to understand what’s going on with your money, we’re happy to take the lead so you don’t have to. We’re here to make sure you and your loved ones are can cover your expenses today, save for retirement tomorrow and enjoy all of the moments in between.
Collaborate With Your Other Trusted Professionals
Empower Your Financial Decision-Making
Focuses on the Markets, So You Don’t Have To
Whether it’s filing your tax return or preparing an estate plan, we understand your need to work with other trusted professionals. We’ll take the lead in coordinating with your network to ensure every decision surrounding your finances is accounted for and working in tandem with your overall financial picture.