Freestone Wealth Strategies

  • Home
  • Freestone Wealth Strategies

Freestone Wealth Strategies Freestone Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services.

Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. At Freestone Wealth Strategies, our goal is to bring all of the moving parts of your financial future into clearer focus. We can offer you a personalized financial strategy, not a generic investment program. Through a carefully explained, methodical process, we'll help you develop the plan to help reac

h both your short-term needs and long-term goals. Our approach to investing is simple, grounded in common sense. We focus on becoming a partner in your financial plan so that you'll be comfortable with all aspects of your investment program. Your financial portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market, and in your circumstances so that it can work with you and for you at every stage of your life. We want the same outcome you do - to maximize your wealth accumulation using quality investment products while managing all types of risk. Additionally, we work to mitigate the impact of taxes upon your assets by collaborating with your CPA and attorney if you wish. Our team has over 45 years of experience in banking, insurance, retirement & income planning, and social security maximization. Our clients come from all walks of life; families, individuals and business owners. We deliver skilled guidance, trusted advice, reliable ongoing communication and personal, efficient service to make you feel more comfortable about your financial future.

* Securites offered through Raymond James Financial Services, Inc./ Member FINRA/SIPC

Important Disclosure Information: http://raymondjames.com/smicd.htm

Be sure to review this list of important tax deadlines, documents, and strategies to be aware of: https://go.rjf.com/2m4...
27/09/2019

Be sure to review this list of important tax deadlines, documents, and strategies to be aware of: https://go.rjf.com/2m4oEo6 .

Be sure to get your tax planning ducks in a row. Here are some year end things to consider discussing with your tax prof...
21/09/2019

Be sure to get your tax planning ducks in a row. Here are some year end things to consider discussing with your tax professional: https://go.rjf.com/2ArdEVv .

The formula for determining your child's financial aid eligibility is to subtract the expected family contribution (EFC)...
20/09/2019

The formula for determining your child's financial aid eligibility is to subtract the expected family contribution (EFC) from the school's cost of attendance. But what does the EFC make up? Click to learn more: https://go.rjf.com/2Az4Z3n .

With the end of the year quickly approaching, here are some important Fall tax to-do's to consider in order to finish ou...
19/09/2019

With the end of the year quickly approaching, here are some important Fall tax to-do's to consider in order to finish out the year strong: https://go.rjf.com/2AmCgP4 .

Lately it seems there have been numerous volatility inducing events shaking up the markets. Raymond James Chief Investme...
01/09/2019

Lately it seems there have been numerous volatility inducing events shaking up the markets. Raymond James Chief Investment Officer says its important for successful investors to filter out noise and focus on the fundamentals. Listen here: https://go.rjf.com/2HhATW0 .

There are multiple perks, both personal and professional, that can come from being a mentor to someone, and a promotion ...
31/08/2019

There are multiple perks, both personal and professional, that can come from being a mentor to someone, and a promotion is just one of them. https://go.rjf.com/2Hmlkwc .

Who do you choose to execute your estate? How can you set yourself and them up for success? Click to learn more: https:/...
30/08/2019

Who do you choose to execute your estate? How can you set yourself and them up for success? Click to learn more: https://go.rjf.com/2NDi1or ,

6 ways how social security will change in 2020 based on the new laws and updates Congress passed earlier this year.
29/08/2019

6 ways how social security will change in 2020 based on the new laws and updates Congress passed earlier this year.

As the enormous baby boomer generation marches toward retirement, they are straining the resources of Social Security. Here are six ways the nation's primary retirement income program will change next year.

If you’d like to make philanthropy part of your financial plan, we’ve got a list of strategies to get you started. https...
29/08/2019

If you’d like to make philanthropy part of your financial plan, we’ve got a list of strategies to get you started. https://go.rjf.com/2H6wghf .

Most of us associate 529 accounts as college-saving vehicles, but did you know that a 529 can be a powerful estate plann...
23/08/2019

Most of us associate 529 accounts as college-saving vehicles, but did you know that a 529 can be a powerful estate planning tool, too? Learn more here: https://go.rjf.com/2HjDrCQ .

The start of the new school year may have you thinking about the future of your child's education. It's never too late t...
22/08/2019

The start of the new school year may have you thinking about the future of your child's education. It's never too late to start saving. Learn more: https://go.rjf.com/2Z6XGtD .

Address

NE

Opening Hours

Monday 08:30 - 17:30
Tuesday 08:30 - 17:30
Wednesday 08:30 - 17:30
Thursday 08:30 - 17:30
Friday 08:30 - 17:30

Telephone

+14025049383

Website

Alerts

Be the first to know and let us send you an email when Freestone Wealth Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Freestone Wealth Strategies:

Shortcuts

Share