Freedom Financial & Business Planning, LLC
The Confidence of a Clear Path. We provide fee-only financial planning and investment advice on an hourly, as-needed basis to business owners, individuals and couples in the Tampa-St. Petersburg community. We offer complete plans or just the advice on issues most critical. We do not require you invest with us! Full details on the web at: freedomfinancialplan.com
How we can help:
Complete financial plans or help with life's transitions and challenges such as
- Financial freedom (retirement) projections and plans
- Deciding what to do with an inheritance or large bonus/windfall
- Starting or growing a business
- Change in domestic partnership or marital status
- Making important investment or borrowing decisions
- Improving personal or business cash flow
We also advise in these important areas of your financial life:
- Investment allocations / strategy
- Insurance and Risk Management
- Estate planning
- Tax planning
- Health care planning
Call or visit us on the web to schedule a complimentary Get Acquainted meeting.