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
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Life insurance proceeds are generally tax-free. But not in all cases.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
One way to find money is to examine your current spending habits and eliminate money wasters.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Investors seeking world investments can choose between global and international funds. What's the difference?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Have you explored all of your choices when it comes to managing your taxable income?
There are things you can do to keep yourself safe when you lose your wallet.