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
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
For homeowners who think their property taxes are too high, there are ways to appeal.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Your credit score may influence how much you pay for auto and home insurance.
Ascertaining the value of your business is important for a variety of reasons.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Healthy habits are one of the greatest gifts to give your child.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It’s never a bad time to speak with your financial professional about changes in your situation.
What does your home really cost?