Financial Freedom Associates

a fee only financial planning firm


specializing in socially responsible investing


 
cactus
 




Financial Freedom 
Associates


P.O. Box 64446
Tucson, Arizona 85728

2850 E Laurel St
Mesa, Arizona 85213

Phone: 520-325-0769
Fax: 888-886-1770

info@ffafeeonly.com










 
Services
COMPREHENSIVE FINANCIAL PLANNING
We provide comprehensive financial planning services.  All aspects of your financial well being are covered including:
- investment review and management
- retirement planning
- estate planning
- tax planning and projections
- insurance analysis
- real estate investing
- debt reduction
- education planning

Why? If an advisor doesn’t understand the client’s full picture, the quality of advice in any one area, including investment advice, can suffer significantly. Competent and informed investment decisions must take into account all the other factors that comprise an investor’s financial profile, including tax, estate planning, insurance, risk tolerance, specific family circum-stances and ultimate financial goals. A truly comprehensive financial plan, therefore, is much more than investment advice. It is an all-purpose tool that enables planner and client, working together, to make better financial decisions because each individual decision is made within the context of the full picture.


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.

Real Estate
We consider real estate as part of your investment portfolio.  We review your real estate investments and financing and make recommendations.  With some clients we look for creative ways to fund real estate investments, such as self-directed IRAs and Roth IRAs.
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.

Estate Planning
Optimize wealth transfer and reduce tax liability.

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.

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.

Retirement Plan Management
Financial Freedom Associates manages retirement plans for companies.
"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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Copyright © 2007  Financial Freedom Associates  All rights reserved.

info@ffafeeonly.com






































Financial Freedom Associates

Newsletters (pdf)
1. 1/05 - Identity Theft
2. 4/05 - Charitable Giving
3. 7/05 - Miscellaneous
4. 10/05 - Saving for Kids
5. 1/06 - Community Invest
6. 4/06 - Retirement
7. 7/06 - Social Security
8. 10/06 - Interest Rates
9. 1/07 - Senior Home
10. 4/07 - Medicare
11. 7/07 - ETFs

HTML Newsletters
1. 1/05 - Identity Theft
2. 4/05 - Charitable Giving
3. 7/05 - Miscellaneous
4. 10/05 - Saving for Kids
5. 1/06 - Community Invest
6. 4/06 - Retirement
7. 7/06 - Social Security
8. 10/06 - Interest Rates
9. 1/07 - Senior Home
10. 4/07 - Medicare
11. 7/07 - ETFs

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Locations: Tucson, Oro Valley, Bisbee, Green Valley, Phoenix, Scotsdale, Scottsdale, Glendale, Tempe, Mesa, Yuma, Douglas, Nogales, Agua Preita, Hermosillo, Obregon, Sonora, Arizona, AZ, New Mexico, NM, Albuquerque, El Paso, San Diego, CA, California Colorado Denver Oregon California Utah Las Vegas Nevada Salt Lake City

Key words: Financial Freedom Associates, financial planning, fee only, fee-only, comprehensive financial planning, investment, protfolio, socially responsible investing, SRI, community development financial institutions, CDFI, microlending, microcredit, micro-lending, micro-credit, investment review and management, retirement planning, estate planning, tax planning and projections, insurance analysis, debt reduction, and education planning  financial advisors financial planning

Locations: Tucson, Oro Valley, Bisbee, Green Valley, Phoenix, Mesa, Yuma, Douglas, Nogales, Agua Preita, Hermosillo, Obregon, Sonora, Arizona, AZ, New Mexico, NM, Albuquerque, El Paso, San Diego, CA, California California Colorado Denver Oregon California Utah Las Vegas Nevada Salt Lake City

FEE ONLY
Financial Freedom Associates is a fee only financial planning firm.  We do not accept any commissions or marketing so we can provide you with unbiased service without any hidden fees.  You will know exactly what you are paying for our services upfront. 

COMPREHENSIVE FINANCIAL PLANNING
We provide comprehensive financial planning services.  All aspects of your financial well being are covered including: investment review and management, retirement planning, estate planning, tax planning and projections, insurance analysis, debt reduction, and education planning. real estate investing
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.

SOCIALLY RESPONSIBLE INVESTING
We specialize in Socially Responsible Investing (SRI) - integrating personal values and societal concerns with investment decisions.  This does not mean sacrificing returns on your investments!  We seek profitable investments in companies with good employee relations, a strong record of community development, excellent environmental practices, that produce safe and useful products, and respect human rights around the world.

FREE APPOINTMENT
Please contact us to set up a free non-obligatory meeting.  We will evaluate your needs and together work out an action plan.


We have clients all over the United States and Mexico including: Tucson, Oro Valley, Bisbee, Green Valley, Phoenix, Mesa, Yuma, Douglas, Nogales, Agua Preita, Hermosillo, Obregon, Sonora, Arizona, AZ, New Mexico, NM, Albuquerque, El Paso, San Diego, CA, California. California Colorado Denver Oregon California Utah Las Vegas Nevada

We have clients all over the United States and Mexico including: Tucson, Oro Valley, Bisbee, Green Valley, Phoenix, Mesa, Yuma, Douglas, Nogales, Agua Preita, Hermosillo, Obregon, Sonora, Arizona, AZ, New Mexico, NM, Albuquerque, El Paso, San Diego. California Colorado Denver Oregon California Utah Las Vegas Nevada Salt Lake City

COMPREHENSIVE FINANCIAL PLANNING
We provide comprehensive financial planning services.  All aspects of your financial well being are covered including: investment review and management, retirement planning, estate planning, tax planning and projections, insurance analysis, debt reduction, and education 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.

Estate Planning
Optimize wealth transfer and reduce tax liability.

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.

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.

Key words: Financial Freedom Associates, financial planning, fee only, fee-only, comprehensive financial planning, investment, protfolio, socially responsible investing, SRI, community development financial institutions, CDFI, microlending, microcredit, micro-lending, micro-credit, investment review and management, retirement planning, estate planning, tax planning and projections, insurance analysis, debt reduction, and education planning financial advisors

Locations: Tucson, Oro Valley, Bisbee, Green Valley, Phoenix, Mesa, Yuma, Douglas, Nogales, Agua Preita, Hermosillo, Obregon, Sonora, Arizona, AZ, New Mexico, NM, Albuquerque, El Paso, San Diego, CA, California

Key words: Financial Freedom Associates, financial planning, fee only, fee-only, comprehensive financial planning, investment, protfolio, socially responsible investing, SRI, community development financial institutions, CDFI, microlending, microcredit, micro-lending, micro-credit, investment review and management, retirement planning, estate planning, tax planning and projections, insurance analysis, debt reduction, and education planning financial advisors

Locations: Tucson, Oro Valley, Bisbee, Green Valley, Phoenix, Mesa, Yuma, Douglas, Nogales, Agua Preita, Hermosillo, Obregon, Sonora, Arizona, AZ, New Mexico, NM, Albuquerque, El Paso, San Diego, CA, California

palabras claves: asesor financiero, inversiones jubilacion bolsas valores impuestos finanzas personales
locales: sonora mexico caborca nogales magdalena hermosillo

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