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
Building Your Legacy
A four-step framework for building a personal legacy.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Tax preparation may be the perfect time to give the household budget a check-up.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Understanding the cycle of investing may help you avoid easy pitfalls.
There are three things to consider before dipping into retirement savings to pay for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here is a quick history of the Federal Reserve and an overview of what it does.