A Disciplined Approach
to Personal Investment Management
Freedom Capital Management (FCM) has developed a specialized strategy for servicing the financial planning* and asset management needs for high net worth families.Our team of experienced independent financial advisors delivers actively managed investment strategies customized to help meet the needs of each client. We believe a combination of fundamental and technical research can lead to desirable investment outcomes over time.
Freedom Capital Management (FCM), is comprised of dedicated, experienced independent financial advisors and certified financial planners. We welcome an opportunity to share our process and investment philosophy with you.
A quick look at how federal income taxes work.
For some, the social impact of investing is just as important as the return, perhaps more important.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Here are five facts about Social Security that are important to keep in mind.
A letter of instructions provides additional and more personal information regarding your estate.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that home, you invested that money?
Here are five facts about Social Security that might surprise you.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There are hundreds of ETFs available. Should you invest in them?