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?

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

 

  • 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.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Car Affordability

How much can you afford to pay for a car?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

More Newsletters →

March 13, 2010 @ 01:37 PM

Nasdaq Composite 2,367.66- 0.80
S&P 500 1,149.99- 0.25
Russell 2000 676.59- 0.63
10 Year Treasury Note 3.72-

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