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

Thomas Xenakis, MBA, Partner

John Ditri, CPA

 

 
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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Newsletters

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

More Newsletters →

Market Watch

February 07, 2012 @ 10:46 PM

Nasdaq Composite 2,904.08+ 2.09
S&P 500 1,347.05+ 2.72
10 Year Treasury Note 1.97+ 0.07
OSX Oil Service Sector Index 250.49- 0.26

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