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
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
9 Facts About Social Security
There are things about Social Security that might surprise you.
Here are six flags that may make your tax return prime for an IRS audit.
Investors who put off important investment decisions may face potential consequence to their future financial security.
It may help your business be better prepared in the event of the death of a principal or key employee.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Building wealth requires protection from the forces of wealth destruction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
What are your options for investing in emerging markets?
Recent changes in estate tax laws could affect the strategy you have in place.