OUR PROCESS
Your success has come with a lot of hard work and dedication, so you want someone who is willing to work just as hard to help you keep as much of what you earn and make your money work for you. That is the sole purpose of Freedom Financial Wealth & Tax.
We take you through a six-step journey to ensure we have a complete understanding of your entire financial picture and goals. After carefully collecting and reviewing all of the pieces to your financial puzzle, we will put together the right plan for your path to financial freedom. Our journey continues together for years to come as we ensure we’re still on target while proactively planning for any changes in your life.
Advisory services offered through Arete Wealth Advisors, an SEC registered investment advisor. Securities offered through Arete Wealth Management, LLC Member FINRA, SIPC, NFA
Background and qualification information is available at FINRA’s BrokerCheck website.