Freedom Financial Professional. Solutions. For Life.
We offer financial services for your Personal and Business needs, with assistance at every stage of life.
Get the job right, the FIRST time!
The Freedom Financial Real Strategy
No matter how prepared (or unprepared) you might feel for your financial planning, talking to an expert can help you clarify where you’re headed. When you work with an unbiased third-party advisor, you get more than just a general roadmap — you get a real strategy that you can use to answer bigger questions about your asset classes, healthcare plan, investments, and taxes.
Efficient Tax Planning
Efficient tax planning starts with understanding how taxes affect your retirement. More than just asking general questions about your income and deductions, a financial advisor delves into your long-term plans. So whether you up your investment game during your golden years or shift to first-class travel, you can start allocating your money where you want it rather than giving an unnecessary tip to the government.
Retirement Income Planning
Retirement income planning is a great way to pay for everyday expenses during your golden years. Instead of using your savings, you can build reliable revenue streams that can give you the financial assurance you need — even if inflation ramps up or the DOW ramps down. To learn more about this tried-and-true strategy, a financial advisor can help you cover all your bases.
Life Insurance
Everyone knows that life insurance can protect their loved ones from financial distress, but not everyone realizes that it can also be a fiscal safety net, too. If you’re reevaluating your current policy, through your employer or one you took out on your own, a financial advisor can give you strategic tips about the best coverage for you and your portfolio.
Why Visit a Financial Advisor?
The most common reason to visit a financial advisor is because you want to increase your bottom line. However, many people find that financial advisors do more than just increase their net worth. A financial advisor can help you achieve much bigger goals, whether you picture your retirement volunteering, traveling, spending more time with family, or pouring wine in a vineyard. From simple budgeting to advanced financial planning, the right team can offer a variety of services and assistance.
A financial advisor helps you section out your financial life before showing you how to bring it all together in one cohesive outlook. One of the biggest ways that you can manage your retirement is to secure as much income as possible. These income streams, whether it’s commercial property rentals, Social Security, or a part-time job ensure that you don’t need to dip into your savings. In the best-case scenario, you can stockpile your monthly income so you never have to spend any of your retirement savings on unexpected emergencies and expenses.
If you’re concerned about economic forces outside your control, a financial advisor can give you the cushion you need to achieve real financial independence. At Freedom Financial, you’ll meet a team that can organize your wealth, so you have a clear idea of what’s next. Plus, if you ever start to lose sight of the long game, you just have to remember a few simple things:
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Determine what you can save every month.
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Allow your financial advisor to help manage your portfolio.
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Enjoy Your Retirement
We are prepared to serve you in the safest and most efficient way, either by video conference or in person, whichever is most comfortable for you.
The Freedom Financial Difference
When every financial firm has its own personality, it can make a big difference to do your homework before choosing a financial professional. At Freedom Financial, you’ll meet experienced advisors Adel and Rich Rodriguez. With Adel’s background in taxes and Rich’s background in insurance and finance, the dynamic pair work hard to help families get a leg up during their retirement. Offering services throughout the continental U.S. the two can help you learn more about how to refresh your portfolio for a better bottom line.
Find Your Financial Freedom
Personal
Personal
Business
Business
Accounting, Bookkeeping, and Consulting services include Initial Set Up for Sole Proprietorships, LLCs, C-Corps and S-Corps.
Financial Wellness
Financial Wellness
Our Reputation
We take a complete look at your entire picture to offer sound guidance so you can make the best decision for you and your loved ones.
Affiliated Partners
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