CONTACT INFORMATION: Charles R. Roberts, CFP® Website 804-277-9734 firstname.lastname@example.org
Financial Freedom Planners™ was founded by Charles Roberts, a Certified Financial Planner™ professional, based on his personal and professional experience. He saw a flaw in the way most financial planning was offered. He felt that the client was frequently getting lost in the haze of conflicts of interest, fees (hidden or not), product sales, ever- increasing financial complexity, asset minimums and Wall Street Mumbo Jumbo. He knew looking for Financial Advice can be confusing and many times intimidating. At Financial Freedom Planners our “Why” is to provide an alternative to those needing it most.
Seeing the inherent conflicts of interest, Financial Freedom Planners offers a better way to work with people on important life matters. This philosophy forms our commitment to offering financial planning solutions through hourly and project-based engagements. We are in a rather unique space in the Richmond market (by design), and we were recognized in a Forbes Magazine article as one of only 115 Financial Advisor firms in the country (and the only one in Richmond) that act as true Fiduciaries, with no Asset Under Management fees or sales commissions. Unlike most Financial Advisors & Wealth Managers, we are focused on the under-served majority of Americans. We feel this is where the greatest need is, and where we can add the most value.
One of the unique principles at Financial Freedom Planners is no net worth or investable asset requirements to become a client. After many years of increasingly greater complexity, uncertainty, and economic challenges facing American families, they felt compelled to serve people from all walks of life … not just the affluent or the wealthy. The firm’s mission is to help make competent, objective advice accessible to all people.