FREEDOM FINANCIAL MANAGEMENT

"Dedicated to serving your financial needs, not ours"

Freedom Financial Management is a comprehensive fee-only financial and tax planning firm located in Orlando , FL.

Freedom Financial Management is dedicated to helping you achieve your financial, retirement and estate planning goals. We are “fee-only” in compensation, meaning we will never try to sell you a product or service other than comprehensive financial planning.

You will be working with an advisor who brings both common sense and professional insight to your financial decision-making process. Our advisor specializes in working with Middle Income America clients. They include those just starting out in their careers to those enjoying retirement.  Our process incorporates all the areas of your financial life and takes into consideration your individual goals and values. There is no minimum dollar requirement.  We recognize that persons with little or no assets have financial planning needs.

Freedom Financial Management is the right choice for people who want:

› An ongoing engagement with a small, independent firm that maintains a personal, open door relationship with each client.

› A fee-only policy that ensures objective advice, free from conflicts-of-interest. We are compensated only by a predetermined, all-inclusive, flat fee paid directly by the client. We do not accept commissions, referral fees, kick-backs, etc., and we do not charge a percentage of assets under management.

› Guidance to manage one's entire net-worth, not just an account.

› A heavy emphasis on tax planning and preparation, and the significant savings that can result from such.

Please contact us today for a free no obligation consultation.

rbasant@cfl.rr.com
321.246.3996

**Please pardon our dust as we update our website**