FFA offers:
* A free appointment.
* Free presentations to groups about Socially Responsible Investing.
Please contact us for a free meeting with no obligation.
Financial Freedom Associates, LLC
2531 E Richards Place
Tucson, AZ 85716
Email: info@ffafinancial.com
Phone: (520) 325-0769
Services
FFA provides comprehensive financial services. All aspects of your financial well being are covered including:
- investment review and management
- retirement planning
- tax projection and planning
- insurance analysis
- estate planning
- real estate investing
- debt reduction
- budgeting
- education planning
- charitable gift planning
Investment Review and Management
In-depth analysis of your current holding and we help you construct a diversified protfolio in keeping with your goals, objectives, risk tolerance and time frame. Your portfolio is actively managed and regularly reviewed.
Retirement Planning
Explore retirement goals and objectives. Develop a plan that will provide adequate resources prior to and during retirement. We evaluate all of your retirement holdings including: traditional IRA, Roth IRA, 401(K), 403(B), Profit Sharing, SEP, Social Security, and Pension.
Tax Planning and Projections
Utilize strategies to minimize your tax liability.
Insurance Analysis
This process includes review and assessment of current insurance coverage and planning for future needs or recalculating for adjustments.
Estate Planning
Optimize wealth transfer and reduce tax liability.
Real Estate
We consider real estate as part of your investment portfolio. We review your real estate investments and financing and make recommendations.
Debt Reduction
Analyze your debt and together work on a manageable plan to reduce your debt.
Education Planning
Project education expenses and outline strategies to best meet these needs.
Please contact us for a free meeting with no obligation.
“It is amazing what can be accomplished when nobody cares who gets the credit.”
-Robert Yates
“Never doubt that the efforts of one person can change the world ... Indeed, it is the only thing that ever has.”
-Margaret Meed
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