What We Do

We serve individuals and businesses in all areas of financial management, including:

  • Business Consulting & Succession Planning - What direction do you want to go in the next 3, 5, or 10 years?  Many Business Owners benefit from our Future Planning Process.
  • Employee and executive benefits - Offering employee benefits and a retirement plan can help your business attract and retain qualified employees through well designed benefit packages.  
  • Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Investment Planning - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you seek your goals.
  • Tax planning - Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate planning - Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a suitable policy for your situation.
  • Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

Freedom First Wealth Management and LPL Financial do not provide tax or legal advice or services.  Please consult your tax or legal advisor regarding your specific situation.