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.

A home is the single largest financial commitment for most people. What mortgage fits you best?
09/02/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

08/31/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

There are thousands of Exchange Traded Funds available. Should you invest in them?
08/28/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
08/26/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

You’re the conductor of your 401k, IRA and taxable savings.
08/24/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
08/21/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Learn how insurance deductibles work, and how they can help you save money.
08/19/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
08/17/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
08/14/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
08/12/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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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