Understanding Today's Financial Environment
Welcome! We are Freedom Tax & Financial Services, a financial organization in Holbrook, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Business Philosophy Videos
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
There are common mistakes you can avoid when saving for retirement.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
It's important to make sure your retirement strategy anticipates health-care expenses.
Is your estate in order? This short quiz may help you assess your overall strategy.
Probate can be a completely public process, or it can be managed to include as little information as possible.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
For women, retirement strategy is a long race. It’s helpful to know the route.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
A special needs trust helps care for a special needs child when you’re gone.