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

 
Learning Center
  • 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.

Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

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

More Calculators →

Newsletters

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

More Newsletters →

Market Watch

March 10, 2010 @ 04:58 AM

Nasdaq Composite 2,340.68+ 8.47
S&P 500 1,140.44+ 1.94
Russell 2000 669.63+ 2.52
10 Year Treasury Note 3.70+ 0.02

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