FREEDOM Financial Advisors LLC         Estate, Tax and Wealth Management

 

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?

Tell us about your dreams, retirement plans, life goals and concerns.

There is no greater way to ensure success than being true to who you are and planning your future.

So take charge of your life. Seek out professional advisors you can trust to help you manage the complex retirement, tax, estate and wealth management issues,

As professional advisors we want to help you "live the life you imagine", as well as build and preserve your 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, PFS Managing Partner

Thomas Xenakis, CFP, Financial Advisor & Partner

John Ditri, CPA, Independent Consultant 

Richard Ciuba, Registered Representative

 

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

HOT TOPIC: Debt Ceiling: A Stop Sign for Federal Borrowing

The debt ceiling may become a focal point during upcoming federal budget and tax reform negotiations. Here’s why.

Six Steps to Launching a New Venture

Here are some important first steps entrepreneurs should consider when starting a new venture.

In or Out of the Nest? Helping Adult Children

Helping young people transition to adult financial responsibilities without making it difficult for parents to pursue their own financial goals.

Tax Breaks for College Costs

Three federal tax provisions can help ease the financial strain of paying for rising college costs.

More Newsletters →

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