Knowledge: We have studied financial topics, excelled on financial exams and taught financial seminars. We deal with complicated financial matters on a daily basis. We have over 35 years of combined experience.  

Credentials: Principals of the firm have obtained Certified Financial Planner™, Personal Financial Specialist, Certified Public Accountant, Certified Estate Planning Advisor, and a variety of Securities Registrations and Insurance Licenses.

Leadership: Our peers have chosen us to represent them in our professional organization. Our Principles have both served as President, and also Chairman of the Board and held a variety of Director Positions in the Local Professional Society. 

Notability: We are recognized as valued resources in our field. The Orlando Sentinel, local radio and television programs call upon us to answer financial questions. We also hosted a weekly radio call-in talk show in Central Florida. 

Independent: We are independent. This is extremely important when it comes to choosing investments to implement your financial plan*. This would be in contrast to captive employees who can only recommend in-house investments or products.  

Service: We pride ourselves with knock your socks off personal service. Our clients are long term. The service you receive in five or ten years will be the same as you received the first year. We encourage biannual reviews, and are available at any time for questions or concerns you may have. 

How do we get started?

First meeting: Absolutely no charge! We’ll get acquainted. We will gather information. We’ll present an overview of how we can be of service to you.  

What you do: Decide if you want to do business with us! You’ve met with us, learned a little about us. You have nothing to lose! Let us work with the information you provided us. So, make another appointment and let us show you how we can help you. If you decide to not work with us, let us know. We appreciate and thank you for taking the time to meet with us. Please keep our business card and do not hesitate to call upon us in the future. 

Financial Freedom’s philosophy: Can perhaps best be summed up in the following quote.  “We cannot be all things to all people, so it behooves us to find those people we can serve best and do our absolute finest to provide the highest-quality service and products no matter what the source of those products or services.”