Freedom Financial Services, LLC, focuses on the needs of our clients. Each case is unique. Also, as people go through life their circumstances change, altering their wants and needs.
Throughout the years of working with people and their finances, we have noted; some people have made their money work for them, while others have not. Many of the less fortunate, whose money has not worked for them, seem to share these commonalities: They were never taught how to manage their finances. Inflation has eroded away at the spending power of their savings. Excess taxes have diminished their investments. However, the habit most detrimental to the growth of one's investments is PROCRASTINATION. Doing nothing with your investments will not hedge off inflation or taxes or address your financial concerns.
On the opposite end of the spectrum, we have noted that in some cases, the rich get richer. This observation is of no value unless we try to understand why. So, why do the rich get richer? To answer this question we studied the patterns of those whose portfolios grew. In many cases, this is what was found. First, the individuals were educated and had some knowledge on managing their finances. Secondly, their information was current, and they were up to date with the financial demands changing in their lives. Also, they were abreast of trends in the economy and the financial world. Finally, they had sought the help of sound professional advisors. While these characteristics cannot guarantee success, knowledge will help increase your confidence in your financial future.
When seeking a professional advisor, look for individuals who are objective and can clearly analyze your financial needs. Your financial advisor should be thorough, very knowledgeable and one who is willing to share that knowledge with you. Find a person you are compatible with and that you have confidence in. If these four criterions are met, then you have the basis for a good working relationship.
At Freedom Financial Services, LLC, we strive to be the professional advisor that you need and deserve. We pursue further education, training and certification in our field. We take time with our clients to keep them informed and educate them on the management of their finances. We remain objective when analyzing our clients needs and offer financial solutions that are unbiased. We deeply value our client relationships. We take a personal interest in your wealth and well-being. Our goal is to help you best plan and prepare for your future financial needs.