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Comprehensive Financial Planning including:

Investments

Bonds

Common Stock

529 and Educational IRA

Roth and Traditional IRA

Non-Deductible IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Annuities

Financial Planning

Retirement Plans

Long-Term Tax Minimization

Cash Flow Analysis

Budget

Credit Management

Debt Management

401(k) / 403(b) / 457 Rollovers

College Plans

Charitable Giving Strategies

Insurance

Disability Income Insurance

Term Life Insurance

Whole Life Insurance

Indexed Universal Life Insurance

Variable Universal Life Insurance

Guaranteed Universal Life Insurance

Long-Term Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

ryan@freedomfin.net   |  805-551-6629