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Learn more about each team member's background and strengths which help them earn "most trusted" status with our clients.
Our process is designed around delivering the appropriate action or advice, leaving clients with the freedom to Live Well and Live Free.
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Look below for how Freedom Wealth Alliance can help with your financial goals.
About Freedom Wealth Alliance
Our Four Step Investment Process artfully blends high-quality investments into our clients’ portfolios while seamlessly managing downside risk, in order to help clients work towards their financial goals.
We welcome the opportunity to speak with you about your needs and objectives and the potential benefits of working with the financial professionals at Freedom Wealth Alliance.
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Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Purchasing homeowners insurance is critical for protecting your home.
Try these activities to keep your brain sharp.
Bonds may outperform stocks one year only to have stocks rebound the next.
Tips on insuring your teen driver.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
A quick look at how federal income taxes work.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a crash course on saving for college.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Estate conservation is too important to put off. Do you have a smart exit strategy?