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Learn More About Our Solutions

Financial Planning & Investment Management

Offering Comprehensive Solutions & Unbiased Advice

Every piece of your financial picture works together to create one cohesive entity - your wealth. That means that as a part of our fiduciary duty to you, we understand the importance of addressing your finances in their entirety, utilizing transparency, honesty and years of industry experience.


Our Comprehensive Services Include

Financial Planning & Consulting San Juan, PR Freedom Advisory, LLC
 

Financial Planning & Consulting

 

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Put simply, we’re here to address whatever financial concerns keep you up at night. From preparing for to transitioning into retirement, leaving a legacy for your family and everything in between, we can help.

Retirement Planning San Juan, PR Freedom Advisory, LLC
 

Retirement Planning

 

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Preparing for retirement involves aligning many moving parts with your goals for financial independence. We’ll work through discovering and outlining your retirement income goals and walking through the actions needed to achieve them. This could include identifying alternative sources of income, estimating your future expenses, implementing a savings program and aligning your portfolio with your risk tolerance, time horizon, etc.

Tax Planning San Juan, PR Freedom Advisory, LLC
 

Tax Planning

 

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When not managed properly, taxes can often be one of the largest expenses any affluent family or individual faces. The good news is, there are ways to minimize your tax obligation. Our team of financial professionals includes multiple CPAs with years of experience helping clients understand the basics in tax reduction principals: reducing income, increasing deductions and taking advantage of tax credits.

Investment Planning San Juan, PR Freedom Advisory, LLC
 

Investment Planning

 

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The goal of investment planning is to determine the investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. The process is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximize return at a given risk.

College Planning San Juan, PR Freedom Advisory, LLC
 

College Planning

 

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Preparing early to put money toward a child or grandchild’s college tuition can allow you enough time to take full advantage of your savings options. We’ll help you establish your needs early on in order to effectively save the projected college expenses using proper investment vehicles and account allocations.

Insurance & Estate Planning San Juan, PR Freedom Advisory, LLC
 

Insurance & Estate Planning

 

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In looking toward the future of your family and your finances, we’ll evaluate, recommend an execute what we believe will be the most efficient legal structure while working to minimize taxes. Possible legal structures could include LLCs or trusts. We understand that your insurance needs will change along with your age and growth in wealth. We’ll recommend the most appropriate insurance coverage for where you’re at today and what you’re looking to protect in the future.

Investment Management San Juan, PR Freedom Advisory, LLC
 

Investment Management

 

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We’ll conduct independent research and offer our due diligence on your behalf as we consider both qualitative and quantitive aspects of investment management including:

  • Selected managers
  • Custody selection
  • Compliance
  • Investment vehicles
  • Liquidity
  • Reporting systems
  • Cyber security
  • Technology
Institutional Intelligent Portfolio San Juan, PR Freedom Advisory, LLC
 

Institutional Intelligent Portfolio

 

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Institutional Intelligent Portfolio is a digital investment management platform designed for entry-level investors interested in starting their investing early without the need for a high account minimum.


Interested in Seeing What We Can Do For You?

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