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
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here are six flags that may make your tax return prime for an IRS audit.
The true cost of raising a child may be far more than you expect.
What kind of auto insurance should you have? Do you know?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When do you need a will? The answer is easy: Right Now.
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?