Services

At Freedom Path Financial, we create comprehensive financial plans to provide security and peace of mind for achieving short-term and long-term goals. Our financial plans include managing finances, making informed decisions, achieving financial freedom, reducing financial risks, building and protecting wealth, and planning for the future. Our experienced financial advisors customize financial plans to fit individual goals and aspirations. We provide education, tools and resources to make informed financial decisions and achieve financial success.

Asset protection and wealth preservation are crucial for physicians, as they often face unique risks and challenges in their profession. At Freedom Path Financial, we understand the importance of safeguarding your assets and preserving your wealth for you and your loved ones. Our team of experienced financial advisors specializes in working with physicians and other medical professionals to create customized asset protection and wealth preservation strategies that align with their goals and objectives.

Life insurance planning is an essential part of a comprehensive financial plan. It provides financial protection for your loved ones in the event of your unexpected death. It can also be used as a savings and investment tool to provide for your retirement, pay off debt, or fund other financial goals. At Freedom Path Financial, we understand that every client’s needs are unique. We work with you to understand your specific goals and design a customized life insurance plan that aligns with your needs.

we help you safeguard your assets and protect your loved ones with a comprehensive estate plan tailored to your unique needs. From wills and trusts to power of attorney and healthcare directives, our team of experts ensures that your wishes are clearly spelled out and carried out. We also provide tax and asset protection strategies to give you peace of mind and secure your future. Trust us to guide you through the estate planning process and provide the education, support and resources you need to make informed decisions and achieve your goals.

College planning is the process of preparing for the financial costs associated with higher education. It includes researching college options, understanding financial aid options, and creating a plan to save and pay for college. It’s important to start early, as college costs can be significant, and the earlier you start saving, the more time your money has to grow. With the right plan, college can be an affordable and attainable goal for families of all income levels.

Islamic estate planning is a process of creating a plan to manage and distribute a person’s assets and wealth in accordance with Islamic law, also known as Shariah law. It involves creating legal documents such as a Trust and/or will (al-wasiyya) to ensure that assets are distributed according to the principles of Islamic inheritance, which include fairness, equality, and justice. It can provide peace of mind and protect the interests of loved ones while ensuring compliance with Islamic law.

Achieving success with purpose: At our boutique Business Development, Management, and Strategic Advisory Firm, we strive to be the premier choice for companies looking to enhance profitability, drive growth and make a positive impact. We provide tailored solutions and expert guidance to help businesses reach their full potential and make a meaningful impact.

Asset protection and wealth preservation are essential components of any comprehensive financial plan. They involve implementing strategies to protect your assets from potential legal actions, creditors, and other risks. At Freedom Path Financial, we understand the importance of protecting your assets and preserving your wealth for future generations. We work with our clients to create customized asset protection and wealth preservation plans that align with their goals and objectives.

Advanced planning with the ultra-affluent is a specialized area of financial planning that focuses on the unique needs and concerns of high-net-worth individuals and families. These individuals often have complex financial situations, including multiple sources of income, diverse investment portfolios, and significant assets to protect and preserve. At Freedom Path Financial, we understand the importance of addressing these complex needs and have a team of highly trained and experienced advisors who are equipped to provide tailored solutions.

Annuities are a type of investment that can provide a steady stream of income during retirement. They can be a valuable tool for individuals who are looking for a way to supplement their Social Security and pension income, or for those who want to create a guaranteed source of income for themselves or a loved one. we understand the importance of planning for retirement and the role that annuities can play in that plan. We work with our clients to understand their unique circumstances and retirement goals, and then recommend the annuity options that are best suited to meet those needs.

At Freedom Path Financial, we understand the importance of advanced insurance planning and the role it can play in protecting your assets, income and loved ones. Insurance is not just about the death benefit, it’s about the many living benefits it can provide.

Our team of experienced insurance professionals can help you evaluate your current coverage and identify any potential gaps in your insurance protection. We can then recommend solutions that can help fill those gaps and ensure that you have the coverage you need to protect yourself and your loved ones.

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. It is important to start planning for retirement early, as it can take time to save and invest enough money to support yourself during your retirement years. At Freedom Path Financial, we work with our clients to create customized retirement plan that aligns with their goals and objectives.