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A Coordinated
Approach To Help You Achieve Your Life Goals And Objectives
Comprehensive
Financial Planning
We prepare a comprehensive financial plan and charge based on
an hourly fee. We also coordinate with other professionals to
insure that the
plan is properly implemented. Our relationships with Estate Planning
Attorneys, Insurance Professionals, CPAs and banking professionals
mean
our Clients are able to achieve their financial objectives by
dealing with one professional. It saves our Clients a tremendous
amount of time
and effort in completing and implementing the various segments
of the plan.
Asset Allocation, Portfolio Diversification and
Investment Management
- Separately Managed
Accounts (SMA). Each Client has an individually managed account
at Fidelity.
- The Fidelity
No Transaction Fee Program lets individual investors buy and sell
almost 4,000
no-load mutual funds at no charge.
- All of your
accounts can be combined on one easy-to-read monthly statement.
- Monthly reports
will detail exactly where your money is invested and how your portfolio
is performing. Year end tax statements are also provided for your
convenience.
Retirement Planning and Retirement Income Distribution Planning
- Our Key Question: "As
nearly as you can tell, are you going to outlive your money, or
is your money going to outlive you?" We
utilize the latest retirement planning software including Monte Carlo
Simulation to answer this most important question.
Estate
Planning and Charitable Giving
- Have you established a
strategy that will result in minimizing taxes, while at the same
time, providing for the distribution of assets consistent
with your individual wishes?
Risk Management
and Insurance Planning
- If you are still working,
have you protected your income stream, and if you are retired,
have you protected the asset base that will be the
major source of your
income for the rest of your lives?
Financial
Freedom provides Wealth Management Services. Wealth Management is much
broader
than simply managing investments. We all have many forms
of wealth: investments, retirement accounts, real estate, collectibles,
etc.
Wealth Management
is the integration of financial planning and investment management
for our family's wealth, whatever that may include.
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