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10/14/2022

If you sell an investment with a gain, there is a high chance that you will have to pay capital gains taxes.

But there is a way to offset these taxes that harm your investment gains.

If you have unrealized losses, you can offset them against the gains. This is a way to reduce or even eliminate the gain, and the tax that comes with it.

It's exactly what Investment Management is for. Something Freedom Family Office offers along with Financial and Investment Experts that could guide and help you in protecting your gains and assets.

To learn more about Investment Management, head on over to: freedomfamilyoffice.com/

Speak with us and the rest of our Wealth Management team at: talktofreedom.com/

Better yet, shoot us an email, or give us a call at:
[email protected] and (855) 540-0400

10/12/2022

Why do I need a life planning firm?

It's a question many entrepreneurs need to
ask themselves at the height of their business.

While the common belief may be that these firms only offer a financial plan, investment,
and exit, these are not the only benefits of it. A financial firm geared toward business
owners not only gives entrepreneurs expert advice on how, when, where, and what to invest their assets but acts as a guide and support in achieving their personal goals.

Here at Freedom, we do our best to help clients and business owners know and figure out their True North according to their values and purpose through investment management
and financial advice.

To learn more about Investment Management, head on over to: freedomfamilyoffice.com/

Speak with us and the rest of our Wealth Management team at: talktofreedom.com/

Better yet, shoot us an email, or give us a call at: [email protected] and (855) 540-0400

10/11/2022

Freedom Family Office is proud to announce that Mike Waldow has joined our team as the firm's Director of Wealth Management and Lead Wealth Advisor.

A past Accredited Investment Fiduciary holding a B.A. in Economics from the University of California at Los Angeles, with FINRA licenses that include the Series 6, 7, 22, and 24, it is a treat to work alongside someone this seasoned!

Mike brings with him 35 years’ worth of experience and a unique life perspective only a former entrepreneur and two-time cancer survivor can have in the business.

Welcome to the family Mike! We are more than happy to have you on board!

To learn more about Mike, head on over to: freedomfamilyoffice.com/about-us/our-team

Speak with him and the rest of our Wealth Management team at: talktofreedom.com/

Better yet, shoot us an email, or give us a call at: [email protected] and (855) 540-0400

07/05/2022

In light of July's celebration for independence and freedom, it makes us ask what it means to be truly free. And for those in business, it goes beyond fireworks and well wishes. To be independent could mean to rely on income from investment outside of your own business. To be free could be to spend less on taxes or to sell your business. Or it could be as sweet and simple as being present in the presence of friends and family.

Whatever form or shape of freedom you strive for, our office offers entrepreneurs the wisdom, advice and insight that will get you to your meaning of what it means to be free.

Here are some ways we can help you, whenever you are ready:

If you want to learn more about our real estate investment strategy or invest directly with our family, visit www.TalkAboutRE.com.

If you want to learn how we can help you Earn Predictable Income, Create Your Ideal Life, & Build Your Legacy, fill out our short intake forms on www.TalkToFreedom.com.

Increase Net Worth | Build Passive Income | Pay Less Tax - Welcome to Freedom

03/21/2022

Looking for tips on how to lessen the amount of tax you're paying?

Watch and listen to Kyle Cain, CFP®, CIMA® and Peter Culver, J.D. of Freedom Family Office in this episode of Rich Beyond Money, Your Guide to Personal and Financial Freedom. https://youtu.be/EYOR1LFyNM4

If you have any questions about taxes, the current state of the market or would like to evaluate how your portfolio is currently positioned, please reach out to us at [email protected].

Visit our website at https://FreedomFamilyOffice.com

03/16/2022

What to do if you’re sitting on a lot of cash especially when high inflation is eroding its value?

Watch and listen to Kyle Cain CFP®, CIMA® and Peter Culver, J.D. of Freedom Family Office in the first episode of Rich Beyond Money, Your Guide to Personal and Financial Freedom. https://buff.ly/3HSMrLC

What to do if you’re sitting on a lot of cash especially when high inflation is eroding its value?Watch and listen to Kyle Cain, CFP®, CIMA® and Peter Culver...

03/15/2022

Learn about economists' projections about earnings on this episode of Rich Beyond Money, Your Guide to Personal and Financial Freedom.

Learn more: https://buff.ly/3MxF93H