Freedom First Wealth Management's advisors can assess your financial situation, review your investment goals, and develop custom-tailored wealth management strategies that help you pursue those goals.
Our mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for pursuing those goals
- Ongoing advice to help adjust their roadmap when their needs change
Interested in our Wealth Management services? Contact us today to schedule a no-obligation appointment!
Financial Planning- Advanced Planning
- Business Financial Planning
- Corporate Benefits Review
- Charitable Giving
- Divorce Care
- Education Funding
- Elder Care Planning
- Healthcare Planning
- Multi-generational Planning
- Personal Financial Website
- Pension Valuation
- Social Security Maximization
Private Client- Comprehensive Oversight
- Concierge Service
- Family & Entity Governance
- Family Philanthropy
- Foundation Planning
- Credit Structuring
- Custom Financing Solutions Advice
- Advisory Board Meeting Coordination
- Advanced Tax Planning Strategies
Portfolio Analysis- Portfolio Investment Strategy
- Volatility & Risk Assessment
- Asset Allocation Models
- Capital Preservation
- Income with Capital Preservation
- Income with Moderate Growth
- Growth with Income
- Growth
- Aggressive Growth
- Defensive
- Yield Plus
Equity Management- Equity Separately Managed Accounts
- Large Cap Growth
- Large Cap Value
- International
- Dividend Growth
- Small/Mid-Cap Growth
- Completion
- Cash/Funding
Fixed Income Management- Fixed Income Separately Managed Accounts
- Taxable - Corporates
- Tax Exempt Munis
- Managed Muni Long
- Managed Muni Intermediate
- Managed Muni Short
- High Yield Muni
- Managed Muni Long
Risk Management- Life Insurance
- Business Planning
- Disability Insurance
- Medicare Planning
- Long-Term Care Insurance
- Asset Protection Strategies
- Wealth Preservation Planning
- Estate Planning
- Asset-Based Long-Term Care
Business Services- Financial Planning
- Cash Flow Analysis
- Key Employee Retention
- Tax Planning
- Insurance Review
- Contingency Planning
- Buy-Sell Agreement Design, Implementation, and Review
- Exit & Transition Planning
- Executive Benefits
Corporate Retirement Plans- 401(k)
- 403b/457
- Cash Balance
- ESOP
- Non-qualified Plans
- Profit Sharing
- Retirement Readiness
- Safe Harbor
Property & Casualty- Commercial Insurance
- Home & Auto Insurance
- Professional Liability
- Cyber & Crime Insurance
- Excess Insurance
- Business Continuation Insurance
- Key Person Insurance
- Directors & Officers Liability
- Policy, Coverage, & Contract Reviews
- Policy Review & Recommendations
- Multi-Policy Organization
Wealth & Investment Resources
Our Mission
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
Why Us?
Today’s market complexity and volatility demand specialized attention and a holistic approach to wealth management. We believe an efficient and successful way to meet this demand is by employing an ensemble practice methodology.
Collectively, our advisors possess a range of specialties, expertise, and decades of experience in the industry. By utilizing a team-based approach, your advisor is able to supplement their individual knowledge and experience with additional resources when needed, to help ensure all facets of your wealth management needs are being met. This, in concert with our experienced staff, seeks to promote a remarkable client experience from day one.
A team approach to wealth management helps to ensure you receive comprehensive advice and solutions for your unique objectives.