Who We Serve
Freedom Wealth Partners serves a wide variety of clients from all walks of life. We serve individuals and families who share our philosophy on how life should be lived.Learn More
Freedom Wealth Partners follows the practices set by the Certified Financial Planner Board of Standards. What does this mean for you?Learn More
Freedom Wealth Partners was founded on three core values - to serve clients with Integrity, Leadership, and PassionLearn More
What is Freedom Wealth Partners?
Freedom Wealth Partners is an independent advisory firm committed to serving our clients with integrity, leadership, and passion. We strive to help our clients plan for and achieve their life goals by following a prudent planning process. Our comprehensive approach includes:
- Retirement Planning
- Life Insurance Analysis
- Major Purchase Planning
- College Savings Plans
- Investment Management
- Cash Flow Projections
- Liability Analysis
- Business Retirement Plans
Our professionals have years of experience helping people like you balance the realities of today with the needs of tomorrow. We look forward to working with you and your family for generations.See Our Process
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
How long does a $20 bill last?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A quick look at how federal income taxes work.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
It’s never a bad time to speak with your financial advisor about changes in your situation.