FREEDOM FINANCIAL & BUSINESS PLANNING, LLC
With years of experience in the financial industry, FREEDOM FINANCIAL & BUSINESS PLANNING, LLC makes it their mission to help clients achieve their financial goals. The team of expert advisors provide a wide range of financial services to individuals and businesses, tailoring their approach to fit the unique needs of each client.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Empowers clients to make informed financial decisions
- Helps clients reach their financial goals, both short-term and long-term
- Provides ongoing support and guidance to clients
Facts and Insights
FREEDOM FINANCIAL & BUSINESS PLANNING, LLC has been in business for over 10 years and currently has a team of 5 highly-skilled advisors. With their extensive knowledge and experience, they have helped countless clients navigate the complex world of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
FREEDOM FINANCIAL & BUSINESS PLANNING, LLC works with a diverse range of clients, including:
- Individuals
- Small businesses
- Non-profit organizations
- Corporate executives
Fees & Compensation
For their services, FREEDOM FINANCIAL & BUSINESS PLANNING, LLC charges a percentage based on the assets under management. This fee structure is transparent and ensures that the advisors’ interests are aligned with their clients’ goals.
Background
The team at FREEDOM FINANCIAL & BUSINESS PLANNING, LLC is highly qualified and knowledgeable in the financial industry. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, FREEDOM FINANCIAL & BUSINESS PLANNING, LLC is held to the fiduciary standard, meaning they always act in the best interest of their clients. They have no disclosures or disciplinary actions on their record, ensuring that clients can trust their advice and services.