Financial Consulting for Your Goals
Today's investment climate offers unprecedented opportunities. At Freedom First Wealth Management, 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
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to address both short- and long-term objectives.
Explore the possibilities where we may be of service:
Advice and guidance on a wide array of topics.
Plan early and play wisely to give your children the advantage of a college education.
Guidance on mutual funds, bonds, and other traditional forms of investing
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine how soon you can pay off your mortgage.
How much can you afford to pay for a car?