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:

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.



Advisors at this Office


This Office

2202 N Westshore Blvd Tampa, FL 33609 Phone: 813-545-9557

Primary Office

111 2nd Ave N (Satellite in Tampa - Westshore) Saint Petersburg, FL 33701-3315 Phone: 727-527-0565

Other Offices

2202 N Westshore Blvd Tampa, FL 33609 Phone: 813-545-9557