As holistic financial planners, one of our great joys is listening to your life stories. We are continuously amazed and inspired by the human spirit and your ability to achieve, in spite of what life throws at you. We recognize that you've worked hard for your money. Our job is to make your money work hard for you!
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
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We believe that being intellectually free to recommend virtually any investment to our clients results in the best performance with the least risk to their portfolio. This attitude of giving fair deliberation to the pros and cons of thousands of investment strategies and products is essential to the culture of research and independent thinking at Freedom Financial Planning.
He remembers it well because it was the day after the worst single day stock correction in U.S. history, "Black Monday". He gathered up his paper route money and. She comes from HSBC after a thirty six year award winning career. In her most recent role as VP & Relationship Manager, Judy functioned as the point person for client's financial.
There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Few firms offer the total capabilities of Freedom Financial Planning. Whether you want to know what retirement is going to look like, or you're looking at ways to minimize taxes, it all starts with a plan. 1 Establish Relationship: The initial stage of the process is simply getting to know each other.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
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