Wealth Management Redefined
At Freedom Advisory, wealth transcends mere numbers—it embodies the future you aspire to create. Our wealth management philosophy merges sophisticated financial strategies with deeply personalized service calibrated precisely to your unique vision.
Your Financial Journey, Expertly Guided
Our elite team of professionals—CPAs, CFP®s, and CIMA®s—architects customized strategies that harmonize your financial resources with your core values and aspirations. By integrating cutting-edge insights with disciplined execution, we safeguard and grow your assets for generations to come.
Beyond Traditional Management
Freedom Advisory distinguishes itself through our holistic approach to wealth. Rather than simply managing investments, we orchestrate your entire financial landscape:
- Strategic Asset Allocation - Precision-engineered to optimize your specific risk profile
- Risk Management - Protection mechanisms for market volatility
- Customized Investment Strategies - Targeted approaches for sustainable, long-term growth
- Tax-Efficient Planning - Strategic preservation of wealth through advanced tax strategies
- Legacy Planning - Thoughtful estate solutions that reflect your deepest values and intentions
The Freedom Difference
Achieving Financial Freedom begins with connecting every piece of your financial picture together.
Our specialists create integrated solutions that align your entire financial ecosystem with what matters most. We connect today's decisions with tomorrow's aspirations, forging a clear path to enduring financial independence.
Experience wealth management as distinctive as you are—partner with Freedom Advisory to transform your financial future.
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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.
Income planning and systematic withdrawal strategies ensure your portfolio cash flows are adequate to service your planned cash flow needs and future needs.
We’ll conduct independent research and offer our due diligence on your behalf as we consider both qualitative and quantitative aspects of investment management including:
- Manager selection
- Custody selection
- Low turnover
- Investment vehicles
- Liquidity and volume
- Tax efficient strategies
- Low cost and tracking error options
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.
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.
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.
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.
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.