Welcome "If one advances confidently in the direction of his dreams and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours." Henry David Thoreau Are you living the life you imagine? There is no greater way to ensure success than being true to who you are and planning your future. As time goes on you may no longer want to dedicate your time and energy to managing complex estate, tax and wealth management issues. As professional advisors we want to help you preserve and build family wealth for many generations to come. Most important, we hope you see the value of working with our team of skilled professionals in the pursuit of your financial goals, dreams and legacy. We look forward to a future working together.
David Workman, CPA, Managing Partner John Ditri, CPA, Partner Thomas Xenakis, MBA, Partner
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 About Us
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Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. How much do you need to save each year to meet your long-term financial goals? Retirement Plan Early Distribution Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. March 13, 2010 @ 01:37 PM
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David Workman is a registered representative, registered to transact business with clients in New Jersey, and Pennsylvania, Delaware, Virginia, Indiana, Illinois, New York, North Carolina and Alabama. David is advisory licensed in the following states.New Jersey, Pennsylvania, Virginia, Alabama, New York. David is also an insurance agent licensed in New Jersey, Pennsylvania, and Delaware. Thomas Xenakis is a registered representative, registered to transact business with clients in New Jersey and Pennsylvania. Thomas is advisory licensed in New Jersey and Pennsylvania. Thomas is also an insurance agent licensed in New Jersey. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Investments & Insurance Products: are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose Value. Freedom Financial Advisors is not a registered broker/dealer or independent investment advisory firm.
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