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FWA Power of a Plan
 At FWA We Believe in a Well-Built and Well-Executed Plan



<strong>A Portal for Every Piece of Your&#160;</strong><br/><strong>Financial Life&#160;</strong>

A Portal for Every Piece of Your 
Financial Life 

The Freedom Wealth Alliance online financial management portal provides the tools you need to manage the most important parts of your financial life—from any device.

Our Planning Process
A Personalized Plan Built for You

We look at wealth management and planning as a process, not a product. Along your journey, we’ll work together to help you overcome barriers that prevent you from pursuing the things you’re passionate about. We can work with your other Advisors on your behalf. We collaborate across different disciplines to help solve complex financial issues.

The artful blending of financial disciplines in the planning process.

There’s both a science and an art to the planning process. The science is the expertise in everything we do. The art is customizing that experience across all areas of wealth management into something meaningful to you.

  • Portfolio management

  • Retirement planning

  • Banking and lending needs

  • Insurance planning 
  • Income planning

  • Tax planning strategies

  • Estate considerations

  • Goal planning 
  • Charitable giving

  • Investment strategy 

  • Investor education

  • Digital records