Our Services

Retirement Planning

Many individuals have different types of accounts that all contribute to their nest egg. Understanding the tax implications for each of these accounts, including Traditional IRA’s and Roth IRA’s, is important when planning a retirement strategy. We’re experts in growing your wealth and preserving it. We’ll create a custom strategy for you to ensure that your nest egg lasts.

Professional Portfolio Management

Many individuals have different types of accounts that all contribute to their nest egg. Understanding the tax implications for each of these accounts, including Traditional IRA’s and Roth IRA’s, is important when planning a retirement strategy. We’re experts in growing your wealth and preserving it. We’ll create a custom strategy for you to ensure that your nest egg lasts.

Individual 401(k) Account

Individual 401(k) Accounts are a great retirement account option for individual business owners to reduce taxable income while growing their nest egg. Business owners should keep in mind that the sooner they start saving retirement, the less income it will take to fund retirement.

Self-Directed IRA

Want more direct control over your portfolio? A Self-Directed IRA puts you behind the wheel and allows alternatives to what a Traditional IRA can offer. We’re proud to offer this specialized product for our clients who want to do more with their money.

Estate Planning

There are many options for wealth and asset distribution when you pass on. It’s important to ensure your plan is air-tight so your money goes where you want it to go. We’ll facilitate all options and make you’re educated about the choices you have for your legacy.

We have over 30 years of experience in wealth management.

Freedom Wealth Advisors will give you the transparency and education that others can’t.