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.
Does My Portfolio Fit Me?
Explore the possibilities where we may be of service:
Retirement Planning Advice and guidance on a wide array of topics.
| College Planning Plan early and play wisely to give your children the advantage of a college education.
| Investing Guidance on mutual funds, bonds, and other traditional forms of investing
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Newsletters
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HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
Read about the reasons some banks are coming under pressure, including the rapid rise of interest rates, financial market effects, and the role of the FDIC.
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How Life Insurance Could Help Mitigate Taxes in Retirement
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?