Freedom Wealth Planning - Sarasota, FL

06/15/2026

Happy Flag Day! This holiday commemorates the adoption of our revered flag, Old Glory, by the Second Continental Congress on this very day in 1777. Our national flag is a testament to the spirit, aspirations, and character of our leaders past and present.

Flag Day also offers us an opportunity to highlight the Freedom Wealth flag. First, the five stripes represent our five core values: Faith & Family First, Radical Honesty, Extreme Accountability, Attitude of Gratitude, and Semper Providus. The seven small stars in the canton signify the seven components of our Freedom FORMula. Finally, the heartbeat of our firm is the central star: our clients, the “why” behind what we do and what guides every step we take.

05/29/2026

I just earned my CEPA - Certified Exit Planning Advisor. ✅

Not because I needed another designation but because my clients deserve an advisor who never stops learning.

The numbers tell the story:

80% of a business owner's net worth is typically locked inside their business. Yet fewer than 20% have a written plan for how they'll actually get it out.

And that gap is exactly what this program has taught me to help close.

Most owners are so focused on running their business that they've never been shown the full picture - what their company is actually worth in today's market, how much value they're leaving on the table, and what it would take to exit on their own terms instead of being forced out.

This is one of the reasons I love what I do - the work pushes me to constantly grow, stay ahead, and most importantly - share the knowledge with my clients and network.

If you own a business and you've never had a real conversation about what it's worth, what a buyer would actually pay for it, or what your life looks like after - that conversation is long overdue.

Let's have it!

05/15/2026

Free $1,000!!

The Government is handing your child $1,000. Here's what you need to know.

As part of the One Big Beautiful Bill Act, every child born between January 1, 2025, and December 31, 2028, is eligible for a new tax-advantaged savings account, with a $1,000 government contribution to start.

The Key Facts:
✅ Register today at trumpaccounts.gov - takes 5 minutes
✅ Accounts go live July 4, 2026
✅ Already filed your taxes? No amendment needed, just submit Form 4547 online
✅ Funds automatically invested in low-cost S&P 500 index funds
✅ Family can contribute up to $5,000/year after that
✅ At 18, traditional IRA rules generally apply. Depending on income, taxes, and future law, some families may explore a Roth conversion strategy.
✅ The earlier you start, the more time compounding works in your child's favor

A head start means nothing without a safety net 💥

Getting your child's financial future started is step one. Making sure they still have a future if something happens to you is step two.

If you're a new parent and haven't reviewed your life insurance lately - or don't have any -now is the time. It's simpler than you think and your insurability is never better than it is today.

📩 Send me a message - happy to make it easy.

05/04/2026

04/30/2026

There is something really powerful about being in a room full of women who care about more than just personal success.

Looking back at this past Women in Philanthropy event at Sarasota Yacht Club I’m reminded how powerful it is to be surrounded by women who care about impact, legacy, community, and using their voice and resources for something meaningful.

During this season of life, I’ve been becoming much more intentional about the rooms I sit in and the people I allow into my inner circle.

🌟 Because who you align with matters.
💯 Who you trust matters.
❗ Who you learn from, build with, and share your vision with matters.

And when you are surrounded by people who lead with purpose, generosity, and integrity, it really does change everything.

Grateful for moments like this, women like Newcastle, and spaces that remind me what true alignment feels like.

04/29/2026

Every business owner will eventually face a Triggering Event.

A partner dies unexpectedly. A health diagnosis arrives. A competitor makes a move. An unsolicited offer lands in your inbox.

None of these waits for you to be ready.

And the truth is - when a Triggering Event hits, it promotes action 100% of the time whether you've planned for it or not.

The owners who come out ahead aren't the ones who were lucky. They're the ones who knew exactly what their business was worth before the moment of crisis arrived.

A current business valuation is the foundation of every plan that protects what you've built - your exit strategy, your estate plan, your buy-sell agreement, your family's financial security.

If you don't know what your business is worth today, you're planning in the dark.

Let's change that.

Reach out and let's start with a business valuation, before a Triggering Event starts the clock for you

04/28/2026

Are you leaving six figures on the table every year?

💥 Here's what most people miss: you have until September 2026 to fund a plan and still capture the deduction for the 2025 tax year.

You might be the perfect candidate if you are:
✅ A business owner who wants to shelter more than a 401(k) allows
✅ A high-earning 1099 contractor keeping the IRS well-fed every year
✅ An athlete with NIL contracts - your earning window is short; your tax bill doesn't have to be massive
✅ A doctor, dentist, attorney, or professional practice owner carrying the weight of a business AND a high personal income

These plans allow eligible individuals to contribute and deduct hundreds of thousands of dollars per year. Not thousands. Hundreds of thousands.

⏰ That deadline is closer than it feels. And once it passes, it's gone.

The difference between acting now and waiting could be a six-figure tax bill you didn't have to pay.

Let’s find out together if this strategy fits your situation. Leave a comment or send a DM!

Thank you Galli for having me on your podcast and great conversation!

04/27/2026

💥 A business that depends too much on the owner will eventually hit a ceiling.

These 11 actions are a powerful reminder that building a more valuable business starts with a shift in mindset.

It is not just about making more money. It is about building something stronger, more transferable, less owner-dependent, and better positioned for long-term growth and optionality.

The businesses with the most value are often built differently because they are led differently.

Which of these 11 actions do you think owners struggle with most?

04/24/2026

💰 $212K in projected 2025 tax savings for one business owner!

And it did not come from buying more things just to create a deduction.

It came from better planning.

If you are facing a large 2025 tax bill, do not assume all your options are gone. Depending on your situation and if you are currently utilizing a tax extension, there may still be time in 2026 to explore strategies worth evaluating.

Send me a message to talk more!

Shout out to Galli for having me on his Podcast! More to come 🔥

04/23/2026

❗ Are you a Lifestyle Business Owner vs Value Creator?

A business can make good money and still not create real long-term value.

That was one of my first big takeaways from the book Walking to Destiny as I work through the CEPA program.

Some businesses are built to support the owner’s lifestyle. 🏄‍♂️
⚙Others are built to be transferable, scalable, and less dependent on one person.

Both may generate income. 💸
But only one is usually creating more options, more leverage, and more future value.

That’s a powerful distinction.

Do you think most owners are building for income, value, or both?