Investment Management
Building Wealth Through Smart Investing
Our investment management services are designed to help you grow your wealth while managing risk. We collaborate with you to develop a comprehensive investment plan that adapts to your needs and market conditions.
Establishing Your Investment Goals
Diversification and Asset Allocation
Ongoing Monitoring and Adjustments
Tax-Efficient Investment Strategies
Educating You on Investment Principles
Investment management is a cornerstone of financial planning, and at Freedom Financial Planners, we believe in empowering you to make informed investment decisions. Our team takes a personalized approach, working closely with you to create an investment strategy that aligns with your goals, risk tolerance, and time horizon. With the right investment management, you can build wealth and achieve financial independence, giving you the freedom to live life on your terms.
Secure Your Future with Strategic Investing
Investment management is not just about choosing stocks; it’s about creating a roadmap to your financial success. By establishing a clear investment strategy, you can build wealth and secure your financial future. With the right guidance, you’ll have the confidence to navigate the complexities of investing, ensuring that your portfolio reflects your unique goals and values. At Freedom Financial Planners, we’re here to help you embrace the possibilities that come with smart investing.
Get Clarity On Investment Management
How do I choose an investment strategy?
Choosing an investment strategy starts with understanding your financial goals, time horizon, and risk tolerance. A good investment strategy aligns with your life goals—whether you're looking to build wealth for retirement, save for a major purchase, or fund your child’s education. It's also essential to consider how much time you can commit to monitoring and adjusting your investments. Consulting with a financial advisor can help you evaluate these factors and develop a tailored investment strategy that works for you.
What is asset allocation, and why is it important?
Asset allocation refers to how your investment portfolio is distributed among various asset classes, such as stocks, bonds, and cash. It’s important because different asset classes perform differently under various market conditions. A well-diversified portfolio can help reduce risk while aiming for optimal returns. The right asset allocation is influenced by your investment goals, time horizon, and risk tolerance. Regularly reviewing and adjusting your asset allocation ensures your investment strategy remains aligned with your financial objectives.
How often should I review my investment portfolio?
It's generally advisable to review your investment portfolio at least once a year, though more frequent reviews may be necessary during periods of significant market volatility or personal financial changes. Regular reviews allow you to assess your portfolio’s performance, make necessary adjustments, and ensure that your investment strategy aligns with your goals. Additionally, life changes—such as a new job, marriage, or retirement—can impact your financial situation and investment priorities, making it crucial to stay proactive about your investment management.
LOCATION
2025 Lakewood Ranch Blvd, Unit 102
Bradenton, FL 34211
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, AK, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV, WI, and WY. Cambridge and Freedom Financial Planners are not affiliated.