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A Client-Centered Approach

A Client-Centered Approach

Regardless of the level of wealth, Freedom Point has always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.

Our Services

Personal Planning

Personal Planning

Is risk at the center of your current wealth building strategy? If something happens to you, will your loved ones prosper - not just survive, but really prosper? Your financial future and the well-being of those you love cannot be based on a simple needs assessment. If someone had asked you ten years ago what you would need in order to live well today, would you have gotten that one right?

Business Planning

Business Planning

he art of building a successful business is a unique alchemy of entrepreneurial vision, planning and process. Combined with the right team, success has no limits. Most business owners have an inner circle of trusted business advisors – lawyers, accountants, investment consultants – and most are very good at what they do based on their individual areas of expertise.

Estate Planning

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years' collective experience, we'll help secure your legacy for future generations.

Risk Management

Risk Management

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Asset Management

Asset Management

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

Unlocking the Treasures of Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

 

Learning Center

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
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Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.
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Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?
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Have a Question? We Can Help.

Over the past 8 years, we have helped nearly 1,000 young professionals across 10 different states. We've helped people just like you explore their goals -- and in many cases, meet them.

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