Financial Planning Throughout the U.S.
Are You Shifting From the Military to Civilian Life?
Freedom Financial Planning Solutions specializes in helping former and current military and government civilians transition to the next chapter of their life's story.
Where There Used to Be a Defined Structured,
There’s Now Wide Open Possibilities
You and your family have served your country honorably. That service, however, came with sacrifices, such as family separation and a lifestyle directed in part by the military. As you transition to the civilian sector, whether through military retirement, career transition, divorce or death of a spouse , you’re opening a new phase of life. Wherever you are in your transition, I’m personally dedicated to working with you to forge your path forward.
Your Next Chapter Awaits
Together, Let’s…
Explore Your Paths →
We’ll consider all of your options by discussing where you see yourself and your family, and what matters most to your idea of a life well lived.
Bring Direction to Your Financial Life →
You’ll be equipped with a clear plan designed to move you from where you are now to where you want to be, and we will also account for the unknown variables that life may bring.
Remain On Track As Your Life Evolves →
Whether you are an ongoing client of mine or simply need a one-time project, I am here to help you address any financial concern, question or life change that you encounter.
How We Can Work Together
Virtual | In Person
Ongoing Partnership
Continual investment management, comprehensive financial planning and ongoing guidance
Project-Based Solutions
Strategies for specific needs, such as financial planning, college planning or loan repayment
Welcome to Freedom Financial Planning!
I’m Steve and would like to share a bit about my story with you.
When I retired after twenty-one years as a Naval Flight Officer, I asked myself: which route is right? What if I choose the wrong one? Things ultimately ended up OK. However, navigating hardships in my life—namely my daughter becoming severely injured while serving—made me understand that having a plan could have helped immensely. I’ve since committed my career to helping others prepare not only for what they wish to happen, but for what could happen in the face of the unknown.
My goal is to understand your deepest held aspirations and put your family on track for a sound future that you can feel confident in.
Interested in Partnering Together?
Set up a time to talk at your convenience. I look forward to learning about what you’re looking for and sharing more about my services.
