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, PFS 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.

College Funding

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Loan Payoff

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

Cash Flow Analysis

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

More Calculators →

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

More Newsletters →

September 04, 2010 @ 10:53 AM

Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41
Russell 2000 643.36+ 11.10
10 Year Treasury Note 2.62+ 0.05
OSX Oil Service Sector Index 181.69+ 0.78

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