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
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
There are ways to improve your physical fitness without denting your fiscal fitness.
Five phases to changing unhealthy behaviors.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Why are 401(k) plans, annuities, and IRAs so popular?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
$1 million in a diversified portfolio could help finance part of your retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Would you guess that Millennials are effectively saving for retirement? Well, they are.