At Freedom Path Financial, our mission is to be the trusted advisor for all aspects of our clients’ financial lives. To accomplish this, each advisor works with a limited number of clients and takes the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in their financial future.
The firm understands and supports our practice not only by providing quality investment alternatives and outstanding service, but by respecting the relationships we have with our clients. With no incentives for proprietary products and a corporate culture focused on financial planning.
We are committed to serving doctors who serve their communities. I specialize in helping doctors and business owners enrich and protect their lifestyles. we are supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation, and employee benefits.
Our primary objective is to help you achieve financial freedom in a complex and constantly changing world by recommending insurance products that can help you achieve what is most important to you.