Services
Our goal is simple. Guide our clients down a path to financial freedom, asset protection, and ultimately estate preseervation through strong life-long relationships.
We ensure that every one of our clients has a plan that fits their needs, not ours. Our clients never had to wonder where to go for financial, legal or tax questions.
Our services include, but are not limited to:
- Wealth accumulation strategies
- Retirement transition and income planning
- Open architecture of investment solutions – no proprietary products
- Consultative, thorough assistance to ensure you leave your legacy exactly as you wish
- Legal resources for drafting trusts, powers of attorney, and other critical legal documents
- Tax-efficient concepts considered with all recommendations
- Business succession planning
- Tax-deferred savings plan
- Mutual Funds custom fit to any objective and risk profile
- Annuities to fit specific needs, income, tax deferred growth, principal and dealth benefit protection
- Managed fiduciary accounts and alternative investments
- Life and long term care insurance
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Wealth Freedom Advisors LLC) JWC/ JWCA are unaffiliated entities.
Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.