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
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
However exciting retiring abroad may sound, it deserves considerable planning.
A letter of instruction provides additional and more personal information regarding your estate.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.