Freedom First Wealth Management's advisors can assess your financial situation, review your investment goals, and develop custom-tailored wealth management strategies that help you pursue those goals.
Check the background of this firm on FINRA's BrokerCheck.
We have aligned with LPL Financial, one of the leading financial services companies and the largest independent broker-dealer in the nation.* Working with LPL means your advisor has access to independent data and open product architecture, and you have access to integrated technology that allows you to monitor your investments anytime, anywhere.
* As reported in Financial Planning Magazine, 1996-2015 based on total revenue.
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Advice and guidance on a wide array of topics.
- 401K guidance
- Roth IRA, SEP IRA and SIMPLE Plans
- Traditional IRA
- Withdrawal strategies
Plan early and plan wisely to give your children the advantage of a college education.
- 529 Plans
- UGMA accounts
- State savings plans
Guidance on mutual funds, bonds, and other traditional forms of investing
- Mutual Funds
- Income Investing