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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Small Businesses Should Prepare for Stronger Tax Enforcement
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
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When Should Young Adults Start Investing for Retirement?
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
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Are You Ready to Cancel Your Cable TV?
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
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HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.