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.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Tips on insuring your teen driver.
Six overlooked tax deductions to help manage your tax bill.
A letter of instructions provides additional and more personal information regarding your estate.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Are you ready for retirement? Here are five words you should consider.
Are Real Estate Investment Trusts right for your portfolio?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
When do you need a will? The answer is easy: right now.
It's easy to let investments accumulate like old receipts in a junk drawer.