facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck



Freedom Financial & Business Planning, LLC is a Florida state registered investment adviser located in Saint Petersburg, Florida. Freedom Financial & Business Planning, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Financial & Business Planning, LLC web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Financial & Business Planning, LLC web site on the Internet should not be construed by any consumer and/or prospective client as Financial & Business Planning, LLC solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Financial & Business Planning, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Financial & Business Planning, LLC, please contact the state securities regulators for those states in which Financial & Business Planning, LLC maintains a registration filing. A copy of Financial & Business Planning, LLC’s  current written disclosure statement discussing Florida Financial's business operations, services, and fees is available from Financial & Business Planning, LLC upon written request. Financial & Business Planning, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Financial & Business Planning, LLC’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.