At Live Free Wealth Planning, we create a comprehensive financial plan tailored to your goals, helping you organize your finances and make confident decisions at every stage of life.

We help you identify strategies to manage and reduce tax impacts, so you can keep more of what you earn working in coordination with your tax professional.

Your investments are thoughtfully managed through a personalized strategy aligned with your goals, time horizon, and comfort with risk—helping you stay on track through changing market conditions.

Our team provides a coordinated approach to managing your wealth, integrating planning, investments, and long-term strategies to support your financial future.

Life can be unpredictable. We help to assess your needs and recommend appropriate coverage to help protect your income, assets, and loved ones from unexpected events.

Whether retirement is years away or already here, we help you create a plan focused on sustainable income, thoughtful withdrawal strategies, Medicare and Social Security timing—so you can enjoy flexibility and confidence in your next chapter.

We guide you in organizing your estate and planning your legacy, helping ensure your wishes are honored and your wealth is transferred efficiently.

Planning for education is an investment in your family’s future—we help you explore 529 plans and other savings strategies designed to manage costs efficiently while aligning with your goals.

Giving should reflect your values and make a meaningful impact—we help you explore strategies such as trusts and donor-advised funds to support your goals in a thoughtful, tax-efficient way.

For Individuals and families with more complex compensation, we help you navigate stock options, restricted shares, and other equity benefits—integrating them into your broader plan to support long-term value and tax efficiency.