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Why FWA?

Why FWA?

There are roughly 218,000 financial advisors in the United States.


Why should you work with Freedom Wealth Alliance? We are here to Educate - Engage – and Empower you through our extensive Investment and Advisory resources. You can choose to be as involved as you prefer, with as much or as little information as you’d like.

Complex Made Simple

Complex Made Simple

As your trusted advisor, we shoulder the burden of investment management and Financial Advice. Our goal is to simplify your financial life.


At FWA we focus on more than investment performance, – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the ups and downs of the stock market and want to focus on building a plan towards your important goals.

Accountability

Accountability

You have goals, and concerns about how to get there, we have experience to assist you along the way.


Setting up a plan is the first step in accountability, You and your Advisor will create a plan that prioritizes your top goals and monitors your progress towards them. As things change in the economy or in your life, your Advisor will be there to assist along the way.

  • Your best interests come first. Always
  • Interactive Financial Planning
  • Service and Support when you need it most
  • Risk Tolerance Monitoring
Advisory Relationship

Advisory Relationship

What are the benefits of establishing an advisory relationship?


While some of life’s events may be unexpected and new to you, at FWA our Advisors have experienced many such changes before. Our Advisory resources have been refined over the years to provide the information and strategies you need to cope with these life’s events. We are here when you need us most.

  • Financial Conversations in plain English
  • Ongoing Meetings with your Financial Advisor
  • Financial Plan Tracking
  • Life's Events Meetings