Experience the Difference Experience the Difference Experience the Difference Experience the Difference

Guidance

Watch how you can keep track of your financial picture.

Experienced Service

Learn more about each team member's background and strengths which help them earn "most trusted" status with our clients.

Tailored Approach

Our process is designed around delivering the appropriate action or advice, leaving clients with the freedom to Live Well and Live Free.

Learn How We Can Help

Look below for how Freedom Wealth Alliance can help with your financial goals.

About Freedom Wealth Alliance

Events

Check back regularly to stay up to date and register for our upcoming events.

Why FWA?

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.

Account Login

Login to your account using our LPL Financial portal.

Helpful Content

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

 

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

View all videos arrow