Taxes

• Tax Planning
  Our focus is on long term relationships that address a wide array of issues and concerns, including wealth acquisition and management, investment portfolio selection, monitoring and reporting, retirement planning, estate and legacy planning, risk management, cash flow and income tax planning, charitable planning, and specific wealth creation, preservation and transfer matters. We customize our analysis for each client while employing modern information technology and research tools which enable us to realize effective economies of scale. We use time-tested methods to help determine our client’s preferences for taking in and sorting information to reach appropriate financial decisions. Our preferred method of compensation is fee for service. New clients have come exclusively from client and professional referrals for over thirty years, which is most likely how you heard of us. Thank you for your interest in our firm.
• Income Tax
  Our focus is on long term relationships that address a wide array of issues and concerns, including wealth acquisition and management, investment portfolio selection, monitoring and reporting, retirement planning, estate and legacy planning, risk management, cash flow and income tax planning, charitable planning, and specific wealth creation, preservation and transfer matters. We customize our analysis for each client while employing modern information technology and research tools which enable us to realize effective economies of scale. We use proven methods to help determine our client’s preferences for taking in and sorting information to reach appropriate financial decisions. Our preferred method of compensation is fee for service. New clients have come exclusively from client and professional referrals for over thirty years, which is most likely how you heard of us. Thank you for your interest in our firm.

Investment

• Wealth Management
  In today’s fast-changing financial landscape, you need to ensure your wealth management is as effective as possible. WealthVision is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier. In your personal financial homepage, you can view everything about your financial and estate plan in one place.

Planning

• Financial Planning
  The financial consultants at Freedom Investment Services provide responsive, trusted advice for individuals, families and closely held businesses by developing a partnership that enables our clients to pursue their life goals through financial planning.
• Retirement Planning
• Asset Management
  Powerful analysis engines allow WealthVision to track changes in your assets, and changes in your life, against your overall asset allocation. This tracking capability includes retirement and cash flow models, insurance programs and the financial and estate plans that you initially put in place.