Freedom Financial Planning

Freedom Financial Planning We are dedicated to providing the highest quality investment management and strategic wealth planning. member FINRA/SIPC.

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those tha

t address your unique situation. Products and services include:

Individual Retirement Accounts (IRA), 403b, 457, 401k
Annuities
Mutual funds
529 qualified tuition plans
Simplified Employee Pension Plans
Life insurance
Long-term care and disability insurance

Freedom Financial Planning proudly offers financial services such as retirement planning, financial planning, wealth management, insurance, 401k and 403b rollover, TIAA-CREF in Rochester and Canandaigua. www.finra.org
www.sipc.org

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. We are registered to sell Securities in the following states: (CA, DC, FL, MD, MI, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT, WA)

Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of (CA, DC, FL, NC, NJ, NM, NY, OH, OK, PA, TX, VT, VA). No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

06/01/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

If you'd like to participate in emerging markets, what are your options?
05/29/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

Do you have a will? Is it updated?
05/27/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/25/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
05/22/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
05/20/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
05/18/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise v...
05/15/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

Is your retirement portfolio subject to “sequence of returns” danger?
05/13/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Quarterly Market Insights | April 2026 U.S. and Canadian Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58 percent while the Standard &...

Address

1159 Pittsford-Victor Road, Suite 230
Pittsford, NY
14534

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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