Broker Check

Freedom Wealth Partners - Kennesaw, GA

1690 Stone Village Lane NW Suite 221, Kennesaw, GA 30152

678-831-3561

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

Our Process

Freedom Wealth Partners follows the practices set by the Certified Financial Planner Board of Standards. What does this mean for you?

Learn More

Our Values

Freedom Wealth Partners was founded on three core values - to serve clients with Integrity, Leadership, and Passion

Learn 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

Helpful Content

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow