Diverse Range of Clients
At Freedom Planning Partners, we serve a diverse range of clients, including individuals, families, and business owners. Our clients come from a variety of backgrounds and life stages, but they all share a common goal: to achieve financial confidence and grow their wealth.
Businesses from small to large
Whether you are a business with one employee or one hundred employees, we have the resources to help. A wide range of services can assist businesses, including retirement plans, tax planning, and insurance. We collaborate to develop a customized financial plan designed around goals of your specific business needs.
Physicians, Dentists, and Medical Professionals
As a medical professional, you have specific financial needs. This can include student loan debt, long training periods, and a higher-than-average income potential. Our team of financial advisors understands this and is dedicated to helping you achieve your financial goals. Whether you are just starting your medical career or are well on your way, our team is here to help.
Families with Unique Abilities
We understand that planning for the future can be overwhelming, especially when you're dealing with the added complexity of a family member with unique abilities. That's why we're committed to providing you with the education and support you need to make informed decisions about your family's financial future. David Howell holds the Chartered Special Needs Consultant (ChSNC TM) designation.
You May Need to Make Estimated Tax Payments If…
