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Helping You Navigate Your Financial Freedom

To provide long term security for your family, you must have a blueprint for success. Freedom Wealth Management can get you there.

Freedom Wealth Management offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s future, Freedom Wealth Management is a quality investment services firm.

Welcome to Freedom Wealth Management

First, we want to give our clients a place to go to find out what is happening at Freedom Wealth Management and to have an easy way of communicating with us, at your convenience.

Second, we want you to have access to the latest information available regarding your accounts and us in a centralized location.

Lastly, we will be providing information on planning and investing that we will believe is relevant to our clients. We want you to know how much we value these relationships as well. It is our hope that by putting this type of information at your fingertips we can continue to provide the services you have come to expect from us.

Our mission is to help create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals. Our highest priority is to help create value and greater satisfaction for our clients.

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Freedom Wealth Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Freedom Wealth Management, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let Freedom Wealth Management surround you and your family with our leading insurance policies.

Our Areas of Experience

College Planning

Rising education costs require a forward-thinking plan. Freedom Wealth Management can help you prepare for one of life’s biggest investments.

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Tax Services

Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Freedom Wealth Management will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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