Financial Freedom, LLC
We provide our clients with FEE-ONLY Wealth Management Services which includes Comprehensive Financial Planning and Investment Management Services. For those clients considering retirement our key question is: As nearly as you can tell, are you going to outlive your money, or is your money going to outlive you?
How Do We Get Paid / Our Retainer Approach
As NAPFA members, we are FEE-ONLY Financial Planners, compensated solely on the basis of fees paid by our clients.
Most investment managers, who provide only investment management, charge fees based on a % of assets. We utilize a retainer approach in establishing fees. Our retainer fees include a complete Wealth Management package which integrates Comprehensive Financial Planning & Investment Management.
Two Very Important Arrows In Our Quiver
We will integrate the "Softer Side" of Financial Planning (your emotions, life dreams and future visions) with the mechanical (financial projections) required to help you achieve your life goals and objectives.
Annual Performance Evaluation
Each year we provide our clients with a Wealth Management Services evaluation package.
See our website for more information on our qualifications and what differentiates us versus the competition.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.