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Our Services

We are a comprehensive wealth management and planning firm committed to helping our clients improve their long-term success and pursue financial freedom. As a client, you’ll enjoy the following specialized services:


Wealth Planning & Investment Services

  • Development of a personalized portfolio and continual monitoring of your investments
  • Frequent meetings to review and evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
  • Recommendations regarding allocations within your employer-provided retirement plans
  • Aggregation of all your accounts to simplify and reduce paperwork

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future to help you maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of potential estate tax liabilities
  • Analysis of the beneficiary structure of your retirement plans
  • Review the possibilities of converting to a Roth IRA
  • Business owner exit planning

Tax Reduction Planning

  • Tax reduction strategies including tax advantaged investments
  • Comprehensive review of your tax return to highlight opportunities to help reduce tax liabilities
  • Quarterly review of your tax situation to incorporate new tax law changes
  • Complimentary consultation with your tax preparer

Family Wealth Planning

  • Analysis of your current estate plan and potential tax liabilities
  • Assistance transferring assets to your Living Trust or other trusts
  • Review of beneficiary designations and asset titling
  • Analysis of your insurance and long-term care needs
  • Facilitation of a legacy session to educate the next generation
  • Complimentary consultation with your attorney
  • Guidance and advice in the event of the death of a loved one

Educational Events & Communication

  • Special reports on how to help reduce your taxes and other important topics
  • Quarterly newsletters to keep you apprised of the most current planning options
  • Fun and informative events including educational symposiums, client appreciation events and client advocate dinners

Personalized Attention

  • Frequent reviews
  • One-on-one planning for your life events
  • Independent advice
  • Secure online access to your accounts and online planning tools

Contact us today to schedule a complimentary financial check-up with one of our wealth advisors.

 

Financial Freedom Wealth Management Group and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.