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About Freedom Wealth Alliance

Investing

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.

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.

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The New Red Scare: Chinese Ownership of U.S. Debt

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This questionnaire will help determine your tolerance for investment risk.

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This calculator demonstrates the power of compound interest.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Determine your potential long-term care needs and how long your current assets might last.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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

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Investment tools and strategies that can enable you to pursue your retirement goals.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Taking your Social Security benefits at the right time may help maximize your benefit.

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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What is your plan for health care during retirement?

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