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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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: Tech Sector Turmoil and the Bear Market
This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.
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A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
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Adjusting Your Tax Withholding
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lease Payment
How much would your monthly lease payment be?