Freedom Wealth Planning

06/15/2026

Happy Flag Day! This holiday commemorates the adoption of our revered flag, Old Glory, by the Second Continental Congress on this very day in 1777. Our national flag is a testament to the spirit, aspirations, and character of our leaders past and present.

Flag Day also offers us an opportunity to highlight the Freedom Wealth flag. First, the five stripes represent our five core values: Faith & Family First, Radical Honesty, Extreme Accountability, Attitude of Gratitude, and Semper Providus. The seven small stars in the canton signify the seven components of our Freedom FORMula. Finally, the heartbeat of our firm is the central star: our clients, the “why” behind what we do and what guides every step we take.

06/05/2026

Today is National Donut Day! Thank you to Ellianna’s Donut Shop for preparing this excellent array of treats! 🍩

If you weren’t already aware, this holiday was started in 1938 by the Salvation Army as a way to recognize the female soldiers who provided donuts to soldiers on the frontlines during WWI.

Drop your favorite kind of donut in the comments below!

06/02/2026

Congratulations to one of our Wealth Advisors, Gina, on earning her Certified Exit Planning Advisor (CEPA®) designation!

I just earned my CEPA - Certified Exit Planning Advisor. ✅

Not because I needed another designation but because my clients deserve an advisor who never stops learning.

The numbers tell the story:

80% of a business owner's net worth is typically locked inside their business. Yet fewer than 20% have a written plan for how they'll actually get it out.

And that gap is exactly what this program has taught me to help close.

Most owners are so focused on running their business that they've never been shown the full picture - what their company is actually worth in today's market, how much value they're leaving on the table, and what it would take to exit on their own terms instead of being forced out.

This is one of the reasons I love what I do - the work pushes me to constantly grow, stay ahead, and most importantly - share the knowledge with my clients and network.

If you own a business and you've never had a real conversation about what it's worth, what a buyer would actually pay for it, or what your life looks like after - that conversation is long overdue.

Let's have it!

06/01/2026

Summer in Columbia means one thing… it’s time to get to the river. Cooper’s Landing is our June Small Business Spotlight, and honestly, we couldn’t think of a better way to kick off the season. 🏕️🎶

Tag a friend who needs a weekend on the Missouri River for your chance to win a $100 gift card to Cooper’s Landing!

Here’s how to enter:
1️⃣ Like this post AND
2️⃣ Tag a friend in the comments

⚠️ To qualify, you must be following both Freedom Wealth Planning and Cooper's Landing Riverside Resort & Marina

Winner will be randomly drawn and announced on June 30th. Open to U.S. residents 18+.

Full official rules: https://bit.ly/49xJXTR

This giveaway is in no way sponsored, endorsed, or administered by Facebook or Instagram. Freedom Wealth Planning is not affiliated with Cooper’s Landing. Giveaway is for promotional purposes only.

06/01/2026

🌟 Small Business Spotlight Giveaway! 🌟

Summer is here, and there’s no better place to spend it than Cooper’s Landing — Columbia’s favorite riverside destination for camping, live music, food, and one-of-a-kind memories on the banks of the Missouri River. 🏕️🎶

Cooper’s Landing has called this stretch of river home for over 40 years, and current owner Richard King has been at the helm since 2019, bringing his decades of music and entertainment experience to one of Columbia’s most beloved outdoor gathering spots. Whether you’re pulling in on the Katy Trail, arriving by boat, or just looking for a great evening out, Cooper’s Landing delivers every time.

They’ve taken home Best of Columbia for Best Place to Hear Live Music three years running, in 2023, 2024, and 2025, and this summer is shaping up to be their best yet. Live music and food trucks are on site most weekdays and every weekend, and their family-friendly campground is open for RV and tent camping, plus glamping tent packages for those who want the river experience without roughing it.

And for boaters: Cooper’s Landing is the only boat fuel station on the Missouri River between Kansas City and St. Louis — 100% ethanol-free gasoline and a pump-out system included.

To celebrate summer and spotlight this Columbia staple, we’re giving away a $100 gift card to Cooper’s Landing! 🎁

Here’s how to enter:
1️⃣ Like this post AND
2️⃣ Tag a friend in the comments who needs a summer adventure on the river

⚠️ To qualify, you must be following both Freedom Wealth Planning and Cooper's Landing Riverside Resort & Marina!

Winner will be randomly drawn and announced on June 30th. Open to U.S. residents 18+.

Full official rules: https://bit.ly/49xJXTR

This giveaway is in no way sponsored, endorsed, or administered by Facebook or Instagram. Freedom Wealth Planning is not affiliated with Cooper’s Landing. Giveaway is for promotional purposes only.

06/01/2026

Summer in Columbia means one thing… it’s time to get to the river. Cooper’s Landing is our June Small Business Spotlight, and honestly, we couldn’t think of a better way to kick off the season. 🏕️🎶

Tag a friend who needs a weekend on the Missouri River for your chance to win a $100 gift card to Cooper’s Landing!

Here’s how to enter:
1️⃣ Like this post AND
2️⃣ Tag a friend in the comments

⚠️ To qualify, you must be following both Freedom Wealth Planning and Cooper's Landing Riverside Resort & Marina!

Winner will be randomly drawn and announced on June 30th. Open to U.S. residents 18+.

Full official rules: https://bit.ly/49xJXTR

This giveaway is in no way sponsored, endorsed, or administered by Facebook or Instagram. Freedom Wealth Planning is not affiliated with Cooper’s Landing. Giveaway is for promotional purposes only.

05/25/2026

Memorial Day is a day of remembrance, not celebration.

We honor the men and women who gave their lives in service to our country, and we recognize the families who carry that loss every day.

Their sacrifice is the foundation of every freedom we enjoy, including the freedom to build a life of meaning for ourselves and our families. 🇺🇸

Our office is closed today in observance. We will resume normal business hours tomorrow.

05/05/2026

Introducing our May Small Business Spotlight: Missouri Barbecue Supply! 🔥

Summer is right around the corner, and there’s no better time to meet Casey Clark at Columbia’s go-to destination for everything BBQ. Whether you’re a backyard enthusiast or a seasoned pitmaster, Missouri Barbecue Supply has the rubs, sauces, grills, smokers, and gear to take your cookouts to the next level this season.

Plus, we’re giving away a $100 basket of BBQ supplies!

Here’s how to enter:
1️⃣ Follow Freedom Wealth Planning and Missouri Barbecue Supply
2️⃣ Comment on this post and tag the best grill master you know!

To qualify, you must be following both Freedom Wealth Planning and Missouri Barbecue Supply!

Official rules: https://bit.ly/4835fYL

Visit Missouri Barbecue Supply at 3890 Rangeline St, Suite 109 in Columbia or check out their website to explore what they have in store for your summer! 🍖

05/05/2026

🔥 Summer is coming, and we're firing things up with our May Small Business Spotlight!

This month we're featuring Missouri Barbecue Supply, Columbia's one-stop shop for everything you need to make this your best grilling season yet. From local Missouri rubs and sauces to grills, smokers, tools, and patio gear, owner Casey Clark has built something special right here in mid-Missouri.

And we're giving away a $100 basket of BBQ supplies to one lucky winner! 🌟

Here's how to enter:

1️⃣ Follow Freedom Wealth Planning and Missouri Barbecue Supply

2️⃣ Comment on this post and tag the best grill master you know!

To qualify, you must be following both Freedom Wealth Planning and Missouri Barbecue Supply!

Official rules: https://bit.ly/4835fYL

05/04/2026

Life insurance isn’t just for when you pass away.

Done right, it covers three things in your life, and at least one of them will happen:

✔ Tax-free death benefit if you go too soon
✔ Tax-free cash you can tap while you’re living
✔ Tax-free long-term care if you get sick

May is Life Insurance Awareness Month. Good time to ask: is your policy actually working for you? Let’s talk.