Freedom Advisory is a fiduciary, fee-only independent advisory firm, serving clients nationwide with offices in Fort Lauderdale, FL & San Juan, PR. We are dedicated to offering unbiased wealth management services and to always act in your best interest. Our clients are successful individuals looking for a team of professionals they can trust to manage the complexities of their financial life.
We handle the details with sophisticated solutions while addressing blind spots before they can become problems. Freedom Advisory, LLC is a full - time fiduciary wealth management firm dedicated to helping you achieve the independence you want in your financial life.
We handle the details with sophisticated solutions while addressing blind spots before they can become problems. Freedom Advisory, LLC is a full - time fiduciary wealth management firm dedicated to helping you achieve the independence you want in your financial life.
Services
Achieving Financial Freedom begins with connecting every piece of your financial picture together. We have specialists including CPAs, CFPs and CIMAs to help you achieve financial freedom by designing sophisticated solutions that align every aspect of your financial picture with what matters most to you, connecting your short-term thinking with a long-term plan.
The FREEDOM Process is our unique approach to planning, smart financial decision-making, and implementing evidence-based investment principles for our clients. Our process is designed to guide our work together as we develop a deep understanding of you, your values, short-term needs and long-term goals.
Our clients are successful and intelligent but desire to delegate the details and implementation of their wealth plan to specialists. Here are some examples of how we serve our clients. Objectives: Evaluate their financial situation, define objectives, establish specific goals and action plans to achieve early retirement.
With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked. Looking for a simple formula to figure out how many years it will take for your investments to double? The Rule of 72 can help.
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