Freedom Wealth Planning

Wealth planning built around what matters most! Advisory services offered through NewEdge Advisors, a Registered Investment Advisor.

[Freedom Wealth Planning @plan4freedom]

We’re excited to share that WR Wealth Planning is now Freedom Wealth Planning! 🇺🇸

Our firm has evolved, and our name now reflects values that guide our work.

This is a brand alignment only. No changes to our team, ownership, process, or how we serve our clients.

[Freedom Wealth Planning @plan4freedom]

#NewProfilePic

[Freedom Wealth Planning @plan4freedom]

The Corporate Transparency Act, effective 1/1/24, mandates new reporting obligations for certain entities operating in the U.S. We are here to help you stay compliant and avoid penalties! Contact us if you’d like WR Tax Planners to handle all necessary reporting on your behalf.

[Freedom Wealth Planning @plan4freedom]

WR Wealth & Tax Planners Proudly Announces Partnership with Mizzou Athletics
In a landmark collaboration that brings together shared values and mutual dedication, WR Wealth & Tax Planners is excited to announce its official partnership with Mizzou Athletics (@MizzouAthletics).

[Freedom Wealth Planning @plan4freedom]

Do you?
If so, can you quantify it?
If you can't, contact us and we can help you with your Risk Number!

[Freedom Wealth Planning @plan4freedom]

"There is nothing stronger than the heart of a volunteer." -- Gen. James H. Doolittle

As May comes to an end, we want to call attention to and close out #Military Appreciation Month by thanking those in service and those who have served.

WR Wealth Planners salutes you!

[Freedom Wealth Planning @plan4freedom]

“We must dare to be great; and we must realize that greatness is the fruit of toil and sacrifice and high courage.”
—Theodore Roosevelt

[Freedom Wealth Planning @plan4freedom]

The second best time is today. Start planning now!

https://t.co/l7Uz3imnnt

[Freedom Wealth Planning @plan4freedom]

Just because you've always owned a stock doesn't mean you should continue owning it.

What direction should you take with a stock? Contact us at https://t.co/QbvBVPotW3 to guide you.

[Freedom Wealth Planning @plan4freedom]

What are some of your biggest "Money Questions?"
Please comment below!

#moneyquestions

[Freedom Wealth Planning @plan4freedom]

History is important, but our own biases and perspectives can warp our view of it.

[Freedom Wealth Planning @plan4freedom]

Looking to the past only tells us one thing about the future.

Is your financial plan positioned to factor in "change," the ONLY constant in life?

Let us help you build a comprehensive financial plan.

Visit our website for a complimentary financial assessment.

[Freedom Wealth Planning @plan4freedom]

With a thorough financial plan mapped out for you through WR Wealth, you can do just that.

The best time to get your free financial assessment started was YESTERDAY.
Today is the SECOND best day: https://t.co/Gk2m6XkvCZ

[Freedom Wealth Planning @plan4freedom]

Nearly half of adults in their 40s and 50s provide financial support for their children AS WELL AS at least one parent over 65.

Are you part of that Sandwich Generation?

If so, we'd love to hear about your experience. Please comment below.

#sandwichgeneration

[Freedom Wealth Planning @plan4freedom]

A Certified divorce financial analyst (CDFA) can help you maintain financial security after one of the most impactful events in your lifetime.

Reach out any time with questions.

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#divorce #cdfa #wealthmanagement #financialadvisor

[Freedom Wealth Planning @plan4freedom]

Enhance your #retirement income or maintain your pre-retirement lifestyle with a little bit of extra planning.

Contact us to learn how.

[Freedom Wealth Planning @plan4freedom]

Investment anxiety is a perpetual loop.

Contact us today to help stop your roller coaster worries.

#investforsuccess #marketvolatility #financialplanner #cfp #moneymanager #financialadvisor

[Freedom Wealth Planning @plan4freedom]

A good investor is constantly reevaluating their mix of diverse investments to ensure they're on the right track to meeting their goals.

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#investing101 #investforsuccess #psychologyofwealth #diversifiedinvestments

[Freedom Wealth Planning @plan4freedom]

Think of your investment portfolio like a puzzle. Every piece is there for a reason, but individually they're not much to look at.

[Freedom Wealth Planning @plan4freedom]

Learn more about how financial advisors should approach transferring their practice in our recent article: https://t.co/Atz7alTCNn

#investing #investment #investmentadvice #financialadvice #finance #financialadvising #investingmindset #financialmindset