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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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Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Earnings season can move markets. What is it and why is it important?
Second marriages are a trigger event to revisit any existing estate strategies.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?
How do the markets usually react to elections? Was the 2016 election any different?
$1 million in a diversified portfolio could help finance part of your retirement.