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.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

What Is the Roth IRA Five-Year Rule?

There are two separate five-year holding requirements that may affect the tax treatment of Roth IRA distributions.

Taxing Social Security Benefits

How Social Security benefits are taxed and why the current system may lead to higher tax liabilities.

Chasing Performance vs. Diversification

While chasing performance can lead to disappointing returns, diversifying investments may help manage risk.

HOT TOPIC: Automating the American Workforce

What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.

More Newsletters →

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