Helping You Reach Your Goals

When you work with us, you'll receive comprehensive financial planning that evolves as your life, goals, and priorities change. We also have the experience to help you with equity grants, stock grant strategies, and making sound financial decisions as you experience career changes.

What You’ll Experience

When you become a Freedom Trail Financial client, here is what you can expect:

1. We Get to Know You

We Get to Know You

Our introductory meeting allows us to learn about your current financial situation, what’s important to you, and what you want to improve or change.

2. Gather Information

Gather Information

We’ll gather data to formulate the basis of your wealth management plan. Our objective analysis includes a review of all your financial statements. Subjective data requires us to dig deeper into your goals, ambitions, and attitude toward risk.

3.  Review Your Current Situation

Review Your Current Situation

The third step is to determine where you are in relationship to your goals. We’ll develop strategies that will point out the necessary steps to accomplish your objectives.

4. Create Your Plan

Create Your Plan

Then we’ll develop and implement your plan with strategies to help address your financial concerns. We’ll also take ample time to educate you on all the options available so you feel comfortable with your decisions. 

5. Stay on Track

Stay on Track

Our team will meet and speak with you regularly to make sure your plan is on target. During those discussions, we can determine whether any adjustments need to be made due to life changes or economic circumstances.

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Strategies to Serve Your Needs

When you work with us, you can rely on a disciplined investment approach and strategies that align with your goals, comfort with risk, time frame, and tax implications.

Accumulation Planning

Accumulation Planning

We’ll addresses your investment needs, asset allocation, and the best types of securities for you, taking into consideration your goals and comfort with risk. The objective of asset allocation is to provide you with the risk/return scenario that is most comfortable for you.


Risk Management

Risk Management

It’s important to have a strategy to meet the challenges of an unexpected event or emergency. Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. We’ll help you define what risk means to you, implement the right asset protection tools, and plan for potential risks to your business.


Tax Planning

Tax Planning

Your tax planning process considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. Although decisions are rarely made solely because of their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved.


Business Planning*

Business Planning*

Your plan will guide you through a process that focuses on issues specific to business owners and shareholders. Business planning coordinates the management of your business throughout its life cycle with risk management, distributions to the owners, and succession planning. We’ll help you mitigate your risk, plan executive compensation, and prepare for your exit from the business.


Retirement Planning

Retirement Planning

Together, we'll evaluate your current financial standing and create an accumulation strategy that'll help you achieve your retirement goals. Your plan will address ways to maximize growth and tax-efficient distributions and how to leave assets to the next generation. We’ll review your accounts and distribution planning strategies and design a cash flow plan to help you achieve the retirement you want.



Estate Planning

Estate Planning

We’ll help you address the most common estate planning issues, including the transfer of wealth, the minimization of transfer taxes, asset protection, and charitable giving. We’ll also coordinate your estate plan with the overall plans for your business (if applicable), investments, insurance, and employee benefits.



*This material has been provided for general informational purposes only. Investors should consult with a business planning professional regarding their individual situation.

Interested in learning more? Schedule a consultation today to see how we can help you with all your financial needs.

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