At Freedom Planning Partners (FPP), we believe that financial planning is not a one-size-fits-all approach. We understand that every individual has unique financial goals, aspirations, and circumstances. That's why we take pride in offering personalized and inclusive financial planning services for a diverse range of individuals.
Whether you're a young professional looking to build a solid foundation, a growing family planning for your children's future, or a retiree aiming to preserve and maximize your wealth, our team is dedicated to helping you achieve financial success.
With a deep understanding of the complexities of today's financial landscape, our planners will work closely with you to develop a customized financial roadmap that aligns with your goals and values. As fiduciaries we take the time to listen, assess your unique circumstances, and create a comprehensive plan that addresses your specific needs.
At Freedom Planning Partners (FPP), we understand that individuals and families with special needs face unique financial challenges and require specialized expertise. David Howell holds the Chartered Special Needs Consultant™ (ChSNC™) designation. Learn more about the ChSNC™ here.
We recognize that caring for a loved one with special needs requires careful consideration of long-term financial security, government benefits, estate planning, and more. We will work closely with you to develop a customized financial roadmap that addresses your specific circumstances and goals.
Whether you're planning for the financial future of a child with special needs, navigating the complexities of government benefits, or creating a comprehensive estate plan, we are here to help.
We will provide you with the expertise and support you need to make informed decisions and ensure the well-being and financial security of your loved one.
As a physician or medical professional, you dedicate your life to caring for others and saving lives. What about your financial well-being? Freedom Planning Partners (FPP) understands the unique financial challenges and opportunities that come with your esteemed profession. That's why we are here to help you achieve financial success. Our team of experienced financial planners specializes in working with physicians and medical professionals like you. We have an in-depth understanding of the intricacies of your industry, including the complexities of medical school debt, high earning potential, fluctuating income, and the importance of work-life balance.
Whether you are just starting your medical career, growing your practice, or planning for retirement, our tailored financial solutions are designed to align with your specific needs and goals. We take a comprehensive approach to financial planning, considering all aspects of your financial life, including wealth management, investment strategies, risk management, tax planning, retirement planning, and more.
We believe that financial planning should be personalized and transparent. We take the time to listen to your aspirations, concerns, and dreams, and then develop a customized roadmap to help you achieve your financial objectives. We demystify complex financial concepts and empower you to make informed decisions about your money, so you can focus on what you do best – providing exceptional patient care.
Our team is dedicated to building long-lasting relationships with our clients based on trust, integrity, and mutual respect. We are committed to being your reliable partner every step of the way, adapting our strategies as your needs evolve and staying abreast of the latest developments in the financial landscape. Ready to take control of your financial future? Contact us today to schedule a consultation with one of our expert financial planners. Let us help you navigate the financial complexities of your profession. Your financial well-being is our top priority!
At Freedom Planning Partners, we understand that businesses face unique financial challenges and require expert guidance to thrive and grow. Our team of experienced financial advisors specializes in providing comprehensive financial solutions tailored specifically for businesses like yours.
Whether you're a small startup, a mid-sized company, or a large corporation, our advisors have the knowledge and expertise to help you navigate the complexities of the business financial landscape. We offer a wide range of services designed to meet your specific needs, from strategic financial planning to cash flow management and everything in between.
You will not be alone from start to finish with planning for employee wellness and retention to succession and legacy planning. Business evaluation, buy/sell review, recruiting and retaining employees are just a few areas we focus on when it comes to businesses. We believe in building strong partnerships with our clients, and our collaborative approach ensures that we are by your side every step of the way.