Freedom Path Financial

At Freedom Path Financial, we specialize in serving affluent dentists and doctors, helping them achieve financial independence and reach their life goals while maintaining control over their financial futures. Our team of experienced financial advisors offers comprehensive financial planning services, including financial analysis, estate planning, asset protection, and investment strategies. We understand that your life achievements are not defined solely by your earning potential. Your life is a journey and you deserve a comprehensive financial plan that combines your personal, business, and financial life to give you the greatest potential for personal fulfillment and financial success today and throughout your life. Our consultative process starts with a comprehensive analysis of your personal finances, savings, and company finances, but we also delve deeper into your goals, values, and passions. We believe that these are all equally important to your comprehensive financial plan. Our team specializes in serving a variety of markets, including doctors, business owners, entrepreneurs, executives, young professionals, retirees, and homeowners. Our specialties include life insurance, estate planning, education funding, investments, employee benefits, disability insurance, and long-term care insurance. Our goal is to help our clients protect their lifestyles and achieve their financial goals. Our team of experienced financial advisors is dedicated to providing comprehensive solutions designed to protect and preserve our clients' wealth and achieve their financial goals. Whether you're saving for retirement, buying a home, starting a business, or planning for your children's education, we're here to help you create a customized financial plan that aligns with your unique needs and aspirations. Contact us today to schedule a consultation and start planning for your financial future.

网站

https://www.fp.financial/

Freedom Path Financial的外部链接

所属行业

金融服务

规模

11-50 人

总部

Ellicott City，Maryland

类型

私人持股

创立

2014

领域

Financial Planning、Estate Planning 、Life Insurance Planning 、Disability Insurance 、College Planning、Wealth Preservation、Retirement Planning、Asset Protection、Annuity Planning、Advanced Insurance Planning和Premium Financing Life Insurance