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:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap for pursuing those goals
  3. 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.

  • 401K guidance
  • Roth IRA, SEP IRA and SIMPLE Plans
  • Traditional IRA
  • Withdrawal strategies

College Planning

Plan early and play wisely to give your children the advantage of a college education.

  • 529 Plans
  • UGMA accounts
  • State savings plans


Guidance on mutual funds, bonds, and other traditional forms of investing

  • Stocks
  • Mutual Funds
  • Bonds
  • Income Investing