Freedom Wealth Advisors, LLC
4963 C Goodview Circle
Lee's Summit, MO 64064
ph: 816-820-7900
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Services
Whether you are an Individual, Business or Non Profit we have a solution to fit your investment need. We realize that there are many unique situations out there so we tailor an investment plan that will work for you.
Portfolio of Individually Managed Securities
We apply a disciplined approach to buying and selling individual securities that that will create a diversified portfolio that fits into a customized plan tailored to your needs.
Universe of No Load Mutual Funds
When it is not appropriate to use individual securities we have access to the universe of mutual funds. We build a portfolio of low cost funds by using a screening process that looks at consistant risk adjusted returns. We also look for funds whos manager has been there for awhile and shown the ability to add alpha.Financial Plan
You will find that when you hire Freedom Wealth Advisors, LLC, you get more than just a professional money manager. We ask the questions and get to know our clients so that together we can create and build a Financial and Investment plan to help you reach your goals.
FREEDOM WEALTH ADVISORS, LLC
"Providing the opportunity to achieve financial freedom!"
The right financial product to meet your need!
Individuals
Investment Management Account, IRA's, Roth IRA's, Trust and Conservatorships.
Businesses
SEP's, Simple IRA's, 401K's, Profit Sharing Plan and Defined Contribution Plan.
Non Profits
Charitable Trusts, Foundations and Endowment Funds.
Let us help develop an investment plan that is customized to fit your needs.
Copyright 2010 Freedom Wealth Advisors, LLC. All rights reserved.
4963 C Goodview Circle
Lee's Summit, MO 64064
ph: 816-820-7900
pmcclain
