Financial Freedom Planners™

As a CFP® we offer objective, affordable fee-only financial planning and investment advice you need to get on your road, reach your goals, and accomplish your freedom. 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, emphasizing the sale of investment or insurance products rather than objective, competent financial advice. Seeing the inherent conflicts of interest, Chuck felt there had to be a better way to work with people on such important life matters. This philosophy formed his commitment to offering financial planning services through “fee-only” as-needed engagements.