Freedom Wealth LLC

Freedom Wealth LLC Services offered as an Investment Advisor in the state of Wisconsin.

The investment management & retirement planning firm was founded in Appleton, WI to help individuals and small businesses build a path to financial freedom. A path with wealth building solutions and tax-sensitive strategies that are unique to your family. Advisory servicers are offered through Freedom Wealth LLC as an Investment Advisor in the state of Wisconsin.

Feeling lost when it comes to saving for retirement?Working with young families that want to build toward Financial Free...
10/31/2025

Feeling lost when it comes to saving for retirement?

Working with young families that want to build toward Financial Freedom is our niche.

Our mission is to make financial advice Personal, Affordable, Accessible, and Client Centered. We combine that with potential Tax Savings & Wealth Building strategies.

https://yourfreedomwealth.com

"Inflation erodes wealth."It's critical to have an emergency cash reserve in your bank account in case something catastr...
10/28/2025

"Inflation erodes wealth."

It's critical to have an emergency cash reserve in your bank account in case something catastrophic happens.

If you have a lot of cash sitting in a bank account that's making very little interest (0.5% - 2.5%), have you considered looking at better rates on that extra cash? Online savings bank accounts & inflation-based mutual funds offer higher competitive rates.

Make your money work for you.

https://yourfreedomwealth.com

Relationships are the foundation of success.Cherish the time & energy you put into your relationships.Here's a sneak pee...
10/23/2025

Relationships are the foundation of success.
Cherish the time & energy you put into your relationships.

Here's a sneak peek into my relationship with my son.
Together, we made a Halloween skeleton skull out of epoxy resin.
These photos are from our 1st try. Turned out pretty cool.

The joy & happiness he's experiencing from building something unique with me is awesome.
I also love his "creepy" smile. Trying to look spooky with his skull.

Money is important, but it will never replace the impact of putting time & energy into the relationships you care about.

https://yourfreedomwealth.com

"Every time you borrow money, you're robbing your future self."This is a hard truth for most people.We're talking about ...
10/22/2025

"Every time you borrow money, you're robbing your future self."

This is a hard truth for most people.
We're talking about borrowing money personally or for business endeavors that don't have a realistic ROI.

Spending money on fancy dinners & trips is really fun. But if your happy spending causes you to borrow, you are robbing your future self.

If this is you & you're wanting to redirect your focus to Financial Freedom, let's chat.

https://yourfreedomwealth.com

Community alert.Wisconsin Department of Revenue is targeting individual income tax returns that include IRA - Qualified ...
10/21/2025

Community alert.

Wisconsin Department of Revenue is targeting individual income tax returns that include IRA - Qualified Charitable Distributions as a tax deduction.

Wisconsin's approach with this QCD inquiry is "guilty until proven innocent".

Although the QCD is an allowable tax deduction per Wisconsin tax law, Wisconsin is currently sending tax assessments for reversing this tax deduction. Taxpayers are welcome to appeal, but the stress & assumption of being wrong is a concern.

If you are doing IRA QCDs, be alert. Be ready to appeal with documentation.

Attached is a copy of a 10/15 communication that WI Dept of Revenue convey to tax professionals.

https://yourfreedomwealth.com

4 Tips for Managing Finances as a Freelancer.So often, freelancers & self-employed business owners focused so hard on th...
10/21/2025

4 Tips for Managing Finances as a Freelancer.

So often, freelancers & self-employed business owners focused so hard on the daily grind that the building toward financial freedom is forgotten or delayed too long.

Be intentional, be purposeful.

https://yourfreedomwealth.com

"Money may not buy Happiness, but it can certainly make life a lot more Comfortable."Are you saving money each month?htt...
10/19/2025

"Money may not buy Happiness, but it can certainly make life a lot more Comfortable."

Are you saving money each month?

https://yourfreedomwealth.com

Create a Financial Vision Board.A Financial Vision Board is a great way to get motivated about saving & investing toward...
10/19/2025

Create a Financial Vision Board.

A Financial Vision Board is a great way to get motivated about saving & investing toward your financial future.

https://yourfreedomwealth.com

"Stay humble, even when you achieve success."I surround myself with successful people that have stayed humble despite th...
10/17/2025

"Stay humble, even when you achieve success."

I surround myself with successful people that have stayed humble despite their success. (my wife, in-laws, select friends, clients, mentors)

I value their humbleness & kindness.
These relationships are worth more than money.

https://yourfreedomwealth.com

Address

2935 N Ballard Road Ste 2
Appleton, WI
54911

Opening Hours

Monday 8:30am - 3pm
Tuesday 8:30am - 3pm
Wednesday 8:30am - 3pm
Thursday 8:30am - 3pm
Friday 8:30am - 3pm

Telephone

+19208439800

Website

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