Moss & Yantis, CPA

freedom financial planners

Freedom is the Ultimate Currency

freedom financial planners

Freedom is the Ultimate Currency

We believe real financial success is more than numbers—it’s about having the freedom to pursue the life you’ve always envisioned.

Creating Plans As Unique As You Are

Creating Plans As Unique As You Are

We help you build a retirement strategy that ensures financial freedom.

Retirement Planning

A man is sitting in a rocking chair with a shield and a dollar sign.

Tailored financial strategies designed to meet your unique goals.

Financial

Planning

A hand is putting a dollar sign into a piggy bank.

We optimize your tax strategy to reduce liabilities and maximize savings.

Tax

Planning

A line drawing of a sheet of paper with a pencil and a dollar sign.

Grow your wealth with a custom-fit, well-balanced investment plan.

Investment Management

A black and white icon of a plant with a dollar sign growing out of it.

We help you build a retirement strategy that ensures financial freedom.

Retirement Planning

A man is sitting in a rocking chair with a shield and a dollar sign.

Tailored financial strategies designed to meet your unique goals.

Financial Planning

A hand is putting a dollar sign into a piggy bank.

We optimize your tax strategy to reduce liabilities and maximize savings.

Tax Planning

A line drawing of a sheet of paper with a pencil and a dollar sign.

Grow your wealth with a custom-fit, well-balanced investment plan.

Investment Management

A black and white icon of a plant with a dollar sign growing out of it.

Our process

Laying the Groundwork for Success

Our process

Laying the Groundwork for Success

We start by understanding your unique situation and goals to build a customized plan. During this session, we gather insights into your financial habits and future aspirations.

01

Discovery Call

Our team works with you to set up the essential structures for your financial success. We’ll guide you through the process of organizing your financial documents and setting up your investment platforms.

02

Financial Planning Consultation

Together, we put your strategy into action, investing and planning with purpose. We ensure that each step aligns with your long-term goals and adapts to any life changes along the way.

03

Implementation

We start by understanding your unique situation and goals to build a customized plan. During this session, we gather insights into your financial habits and future aspirations.

01

Discovery Call

Our team works with you to set up the essential structures for your financial success. We’ll guide you through the process of organizing your financial documents and setting up your investment platforms.

02

Financial Planning Consultation

Together, we put your strategy into action, investing and planning with purpose. We ensure that each step aligns with your long-term goals and adapts to any life changes along the way.

03

Implementation

Financial Planning that Grows with You

We know you’re not looking for the typical financial advisor. You want someone who understands your ambitions—whether it’s switching careers, growing your family, or carving out time for new experiences. At Freedom Financial Planners, we focus on your personal goals, designing tailored strategies and plans that help you succeed today, tomorrow, and for generations to come.

A man is sitting at a table with a laptop and talking on a cell phone.

Confidence in Every Financial Decision

Financial planning is not just about retirement or creating a financial cushion—it’s about having the freedom to live life on your own terms. With a solid savings plan and a clear strategy, you’re free to make decisions that reflect your dreams. Picture the peace of mind that comes with knowing you can pursue new career paths, explore the world, or grow your family without worrying about finances. The right planning gives you the freedom to focus on what matters most, embracing each moment with confidence and excitement for the future.

A woman is sitting on a window sill looking out the window.

Make Your Money

Work for You

Get Started Today
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