Reviews of Financial Freedom Planners™ (Financial Consultant)

Kyle Murphy

Chuck is one of the most knowledgeable and honest people I know. Chuck takes his time with his clients to fully understand everything going on their financial life. Coming from someone in the finance industry, what Chuck does for his clients is worth exponentially more than what he charges.

Pete Gibbes

I needed to find an experienced financial planner with a CFP (highest accreditation in this field). I required just a one time project done in order to forecast how long my retirement savings will likely last me. I checked around and found no other financial planner with Chuck's qualifications who would take on a limited project. They all wanted to establish an ongoing relationship, which I do not need. I am qualified to know without any doubt that Chuck did a fantastic job for me in a timely and conscientious fashion, at a reasonable cost, because I myself am a certified financial planner (CFP). I employed Chuck because in my personal situation it was not appropriate to do the work myself. I would highly recommend Chuck!

William Stevens

I had a great experience with Chuck. He was thorough, patient, and communicated clearly. I would recommend Financial Freedom Planners highly

John Baumann

We were looking for an experienced, skilled, fee-only financial planner who would work with us to make sure our retirement planning is on track. We could not have done better than Financial Freedom Planners. We look forward to continuing with Chuck Roberts and FFP in the coming years. Highly recommend.

Kathy Flouras

Chuck Roberts was extremely helpful throughout the process. He drew up a financial plan and explained every step to me. I recommend his services without reservation.

lilly nguyen

Chuck has been excellent and easy to work with. We have been with him for over a year and he comes highly recommended. He is a true fiduciary and only works in the best interest of his clients, not for himself.

Scott Smith

IF you are looking for a CFP that can give you an honest opinion of your financial future, Chuck is your guy. We really appreciate that he is not affiliated with any funds or brokerage houses, no sales pressure to purchase anything. He is very thorough and took what ever time it was necessary to explain all of the details and scenarios. my wife and I highly recommend his services and expertise.

Mark Kemper

I have known Chuck for several years now and has the utmost integrity. He truly acts on the best interests of his clients not his own.

Sonja Stoeckli

Chuck Roberts really listens to you, and then he takes the extra time to sort out all of your options. And then he guide you to making the best possible decision, all without an conflicts of interest. He is there only to assure that you get the absolute best financial advice for your individual situation. He does not follow the older ways, like our previous financial adviser who made investment decisions that would most benefit him (the advisor) with fees from our investments. We lost a lot. Chuck clarified what was going on and created a path to financial freedom. His approach is so refreshing and transparent, and we greatly appreciate his skills, honesty and friendship. We are very happy to have a secure future with his able assistance. Our experience is completely different than any other and so much better. Mark and Sonja

MB Tombes

Chuck provided exceptional service, expert advice at a very reasonable cost. His approach to planning more than satisfied us. We recommend the team at Financial Freedom Planners without reservation. Do yourself a huge favor and make that first appointment NOW!

Catlin Tyler

Our family has been working with Financial Freedom Planners, through Chuck Roberts, our advisor, for about a year. We entered this financial consulting process with great anxiety since we were clearly behind in our retirement planning. Additionally Chuck provided decision making suggestions relative it to our shareholder interest in a privately held corporation and needed to plan an exit strategy. Chuck Roberts with Financial Freedom’s systems, tools and resulting electronic and hardcopy Deliverables, has eased our concerns, set a path moving forward and provided solid advice on our many questions and issues. His network of Resources for Investment, Insurance, Social Security, and Business Valuation Issues have proven to be of the highest caliber and experience providing very satisfactory outcomes for each of these issues. We wholeheartedly recommend Chuck Roberts of Financial Freedom Planners to assist those needing financial planning services. “Very Satisfied Client”

Kyle Murphy

Chuck is one of the most knowledgeable and honest people I know. Chuck takes his time with his clients to fully understand everything going on their financial life. Coming from someone in the finance industry, what Chuck does for his clients is worth exponentially more than what he charges.

Pete Gibbes

I needed to find an experienced financial planner with a CFP (highest accreditation in this field). I required just a one time project done in order to forecast how long my retirement savings will likely last me. I checked around and found no other financial planner with Chuck's qualifications who would take on a limited project. They all wanted to establish an ongoing relationship, which I do not need. I am qualified to know without any doubt that Chuck did a fantastic job for me in a timely and conscientious fashion, at a reasonable cost, because I myself am a certified financial planner (CFP). I employed Chuck because in my personal situation it was not appropriate to do the work myself. I would highly recommend Chuck!

William Stevens

I had a great experience with Chuck. He was thorough, patient, and communicated clearly. I would recommend Financial Freedom Planners highly

Kathy Flouras

Chuck Roberts was extremely helpful throughout the process. He drew up a financial plan and explained every step to me. I recommend his services without reservation.

lilly nguyen

Chuck has been excellent and easy to work with. We have been with him for over a year and he comes highly recommended. He is a true fiduciary and only works in the best interest of his clients, not for himself.

Scott Smith

IF you are looking for a CFP that can give you an honest opinion of your financial future, Chuck is your guy. We really appreciate that he is not affiliated with any funds or brokerage houses, no sales pressure to purchase anything. He is very thorough and took what ever time it was necessary to explain all of the details and scenarios. my wife and I highly recommend his services and expertise.

Mark Kemper

I have known Chuck for several years now and has the utmost integrity. He truly acts on the best interests of his clients not his own.

Sonja Stoeckli

Chuck Roberts really listens to you, and then he takes the extra time to sort out all of your options. And then he guide you to making the best possible decision, all without an conflicts of interest. He is there only to assure that you get the absolute best financial advice for your individual situation. He does not follow the older ways, like our previous financial adviser who made investment decisions that would most benefit him (the advisor) with fees from our investments. We lost a lot. Chuck clarified what was going on and created a path to financial freedom. His approach is so refreshing and transparent, and we greatly appreciate his skills, honesty and friendship. We are very happy to have a secure future with his able assistance. Our experience is completely different than any other and so much better. Mark and Sonja

Catlin Tyler

Our family has been working with Financial Freedom Planners, through Chuck Roberts, our advisor, for about a year. We entered this financial consulting process with great anxiety since we were clearly behind in our retirement planning. Additionally Chuck provided decision making suggestions relative it to our shareholder interest in a privately held corporation and needed to plan an exit strategy. Chuck Roberts with Financial Freedom’s systems, tools and resulting electronic and hardcopy Deliverables, has eased our concerns, set a path moving forward and provided solid advice on our many questions and issues. His network of Resources for Investment, Insurance, Social Security, and Business Valuation Issues have proven to be of the highest caliber and experience providing very satisfactory outcomes for each of these issues. We wholeheartedly recommend Chuck Roberts of Financial Freedom Planners to assist those needing financial planning services. “Very Satisfied Client”

Terry Stewart

I came to Chuck and Financial Freedom seeking a portfolio review…feeling I was currently taking on more risk than was required to meet my goals. I was provided with a really clear and understandable analysis of my portfolio. I received materials that I could take home and still understand what they meant days later without an advisor to re-interpret them for me. I received specific recommendations on what I should buy/sell…and why! BTW, don’t hesitate to utilize their video conferencing technology if you’re under any time constraints…I had an opportunity to use it…and it worked flawlessly. Thanks for the help…I’d definitely reach back out to Chuck and Financial Freedom for future financial needs.

Jill Deming

Financial Freedom Planners gathered detailed information from me and then crafted a customized plan that I was quite pleased with. Mr. Roberts has great integrity and is always welcoming and professional. He spends a great deal of time answering my questions in a clear and concise manner. The peace of mind that comes with organizing my financial life is inestimable!

Richard Schauffler

We have been working with Chuck for several months now to get our financial plan and retirement plan in place. The process and the tools provided have been great to bringing together our information and creating a coherent picture of our present and future. Chuck is excellent at guiding the process, explaining financial issues and planning in plain English, and timely in his reporting back. Everything we wanted--transparent fee structure, clear process, common sense explanations, and a knowledgeable, ethical, and personable guide--we have found. We look forward to our ongoing work with Chuck and his firm (planning is a process, not an event).

Greg Magnus

After conducting an extensive search for a fee only, true fiduciary, we were fortunate to find Chuck and Financial Freedom Planners. His knowledge, experience, and diligence in financial planning is extensive. Chuck and John looked at every aspect of our financial situation and provided an outstanding plan for our financial future. The plan is specific to our needs, comprehensive, and easy to follow with detailed instructions, etc. Our expectations were exceeded and we highly recommend them for anyone looking to build a solid, well researched, financial plan. My wife and I look forward to working with them for many years to come.

Susan K

I found Financial Freedom Planners at the recommendation of a good friend. Initially, I was overwhelmed at the idea of tackling my retirement plan alone, however, Chuck helped me feel comfortable with his straight talk and ability to simplify investing language. After several in-depth meetings, I feel confident and able to address my future head-on.

Eric L

Chuck and his team are exactly what we were looking for: experienced financial planning without a sale pitch on investment products. The combination of his experience, planning process and tools resulted in a retirement plan that gives us peace of mind. I only wish we had found Financial Freedom 10 or more years ago.

Commonwealth Curb Appeal

We hired Charles before having our first child to make sure we were on the right financial path for our new family’s future. To fully utilize his services and expertise we opt’d for his all encompassing package to include our business planning. He did a fantastic job and we are looking forward to implementing his plan. We will be back for reviews and updates. Thank you, FFP!!

david blades

I believe FFP goes out of their way to satisfy their clients.I couldn’t have been more pleased.I plan on having the company looking over my investments well into the future.

Phil Nelson

Chuck was a pleasure to work with! He was able to accommodate my unique situation which resulted in a very detailed plan.

Mary Parker

I was referred to Freedom Financials and am so glad I took the time to work with Charles Roberts. The stress of financial planning is very daunting but after a few meetings we feel empowered, educated and ready to have a great future! Charles is a pleasure to work with and he really loves what he does! Don't hesitate if you need any help, he caters to everyone.

Catherine Foster

My husband, David, and I really enjoyed working with Chuck Roberts. He is so knowledgeable, helpful and kind. Because of his thorough planning and advice, we now feel confident about our financial future. We highly recommend his company!

Richard Mahlmann

My wife and I both recently retired. Chuck helped us evaluate our financial position and make some adjustments in our investments. He was very helpful.

Mike McElhaney

I had a fantastic experience with Charles Roberts and Financial Freedom Planners. My wife and I were looking for some big picture financial analysis and advice regarding retirement and college planning, without getting locked in to turning over our assets to a "wealth management" firm. Financial Freedom Planners was exactly what we were looking for. We paid a flat fee for an analysis and actionable advice regarding our portfolio and our future. Charles was incredibly thorough and easy to talk to -- a real pro. We will definitely go there again for periodic check-ins.

Catherine Woodard

Chuck is a great financial advisor! He is very thorough and generous with his time. He's also very easy to talk to and welcoming. I highly recommend his services! Totally trust him and have faith in him.

Terry Stewart

I came to Chuck and Financial Freedom seeking a portfolio review…feeling I was currently taking on more risk than was required to meet my goals. I was provided with a really clear and understandable analysis of my portfolio. I received materials that I could take home and still understand what they meant days later without an advisor to re-interpret them for me. I received specific recommendations on what I should buy/sell…and why! BTW, don’t hesitate to utilize their video conferencing technology if you’re under any time constraints…I had an opportunity to use it…and it worked flawlessly. Thanks for the help…I’d definitely reach back out to Chuck and Financial Freedom for future financial needs.

Jill Deming

Financial Freedom Planners gathered detailed information from me and then crafted a customized plan that I was quite pleased with. Mr. Roberts has great integrity and is always welcoming and professional. He spends a great deal of time answering my questions in a clear and concise manner. The peace of mind that comes with organizing my financial life is inestimable!

Richard Schauffler

We have been working with Chuck for several months now to get our financial plan and retirement plan in place. The process and the tools provided have been great to bringing together our information and creating a coherent picture of our present and future. Chuck is excellent at guiding the process, explaining financial issues and planning in plain English, and timely in his reporting back. Everything we wanted--transparent fee structure, clear process, common sense explanations, and a knowledgeable, ethical, and personable guide--we have found. We look forward to our ongoing work with Chuck and his firm (planning is a process, not an event).

Susan K

I found Financial Freedom Planners at the recommendation of a good friend. Initially, I was overwhelmed at the idea of tackling my retirement plan alone, however, Chuck helped me feel comfortable with his straight talk and ability to simplify investing language. After several in-depth meetings, I feel confident and able to address my future head-on.

Eric L

Chuck and his team are exactly what we were looking for: experienced financial planning without a sale pitch on investment products. The combination of his experience, planning process and tools resulted in a retirement plan that gives us peace of mind. I only wish we had found Financial Freedom 10 or more years ago.

Commonwealth Curb Appeal

We hired Charles before having our first child to make sure we were on the right financial path for our new family’s future. To fully utilize his services and expertise we opt’d for his all encompassing package to include our business planning. He did a fantastic job and we are looking forward to implementing his plan. We will be back for reviews and updates. Thank you, FFP!!

david blades

I believe FFP goes out of their way to satisfy their clients.I couldn’t have been more pleased.I plan on having the company looking over my investments well into the future.

Phil Nelson

Chuck was a pleasure to work with! He was able to accommodate my unique situation which resulted in a very detailed plan.

Mary Parker

I was referred to Freedom Financials and am so glad I took the time to work with Charles Roberts. The stress of financial planning is very daunting but after a few meetings we feel empowered, educated and ready to have a great future! Charles is a pleasure to work with and he really loves what he does! Don't hesitate if you need any help, he caters to everyone.

Richard Mahlmann

My wife and I both recently retired. Chuck helped us evaluate our financial position and make some adjustments in our investments. He was very helpful.

Mike McElhaney

I had a fantastic experience with Charles Roberts and Financial Freedom Planners. My wife and I were looking for some big picture financial analysis and advice regarding retirement and college planning, without getting locked in to turning over our assets to a "wealth management" firm. Financial Freedom Planners was exactly what we were looking for. We paid a flat fee for an analysis and actionable advice regarding our portfolio and our future. Charles was incredibly thorough and easy to talk to -- a real pro. We will definitely go there again for periodic check-ins.

M M

I realized after I left (on cloud nine) yesterday that I didn’t properly thank you for your above and beyond work on my behalf. In addition to my financial plan, the additional investment products that you prepared were a huge bonus to me, and I’m very appreciative of the benefits they provide. Over the years I have had more than one financial plan prepared for me, but by far yours are the most detailed and comprehensive—and they give me much peace of mind for my future financial health.

Kathy Roman

Chuck made me feel comfortable from the get go. He didn't talk over me and make me feel stupid ad I asked questions and there was no high pressure sales pitch. He explained my options thouroughly and made me feel confident about my decisions. I highly recommend using Chuck Roberts with Financial Freedom Planners!

Justin Ellett

Chuck really is a "Different Kind of Advisor!" -- not only does he solely focus on his clients, but he has signed a Fiduciary Oath when representing them. His model of transparency is second to none coupled with a passion for being of service to others. I highly recommend him for any financial planning needs you may have.

Sonya Richeson

I have been working with Charles Roberts from Financial Freedom Planners since 2016 and have been very pleased with the service he provides. His annual review is extremely thorough and takes a deep dive into my portfolio. The software package he uses to analyze investments is quite powerful and I trust the decisions he has made about when to sell, what to buy, etc. With the plan I have, I like knowing that there are quarterly checkups should I need them. I would highly recommend Financial Freedom Planners to plan for your future!

Danielle Dodd

We reached out to Chuck Roberts with Financial Freedom because we were looking for a flat fee planner to perform an overall assessment of our financial health. My husband and I had just had our first child and we wanted to make sure we were setting our new family up for financial success. Chuck and the Financial Freedom team conducted a holistic retirement planning analysis (including reviewing our 401K options), while also providing us a game plan for our college savings. In addition, they made sure we had adequate life insurance in place to protect our young family. Their recommendations were straightforward and easily executable, even for non-finance people like my husband and me. Chuck and his team were professional, responsive, and provided my husband and me with invaluable peace of mind. We would definitely recommend Financial Freedom.

Justin Myers

My wife and I were newly married and wanted to get our finances straight for the long run when we started working with Charles over a year ago. Before him, we had tried an advisor with a major company who made us feel uncomfortable during our meetings and pressured us to invest our money in ways we did not agree with. Charles was, thankfully, a breath of fresh air with his level of professionalism, knowledge, and dedication. Today, we feel confident and well organized with our financial plans.

Irene Murphy

Chuck Roberts was outstanding to work with. He really took the time to understand our wants and needs and came up with a retirement plan and analysis of current investments to reach our goals. He is a financial professional who creates a custom plan for you and guides you every step of the way. We highly recommend him and we plan on future financial check-ins with him going forward to update our goals as market and life changes, helping us keep a balanced investment portfolio. His analysis eliminated extra fees we were paying and offsets his fee and puts more money back into investments. Top notch professional that we truly enjoyed working with and has our upmost trust.

Dan Montgomery

It was important to us to go with a fiduciary, not a salesperson. We are very happy with the way Chuck untangled things and gave us clear, sensible recommendations that fit our goals and risk tolerance.

M M

I realized after I left (on cloud nine) yesterday that I didn’t properly thank you for your above and beyond work on my behalf. In addition to my financial plan, the additional investment products that you prepared were a huge bonus to me, and I’m very appreciative of the benefits they provide. Over the years I have had more than one financial plan prepared for me, but by far yours are the most detailed and comprehensive—and they give me much peace of mind for my future financial health.

Kathy Roman

Chuck made me feel comfortable from the get go. He didn't talk over me and make me feel stupid ad I asked questions and there was no high pressure sales pitch. He explained my options thouroughly and made me feel confident about my decisions. I highly recommend using Chuck Roberts with Financial Freedom Planners!

Justin Ellett

Chuck really is a "Different Kind of Advisor!" -- not only does he solely focus on his clients, but he has signed a Fiduciary Oath when representing them. His model of transparency is second to none coupled with a passion for being of service to others. I highly recommend him for any financial planning needs you may have.

Sonya Richeson

I have been working with Charles Roberts from Financial Freedom Planners since 2016 and have been very pleased with the service he provides. His annual review is extremely thorough and takes a deep dive into my portfolio. The software package he uses to analyze investments is quite powerful and I trust the decisions he has made about when to sell, what to buy, etc. With the plan I have, I like knowing that there are quarterly checkups should I need them. I would highly recommend Financial Freedom Planners to plan for your future!

Danielle Dodd

We reached out to Chuck Roberts with Financial Freedom because we were looking for a flat fee planner to perform an overall assessment of our financial health. My husband and I had just had our first child and we wanted to make sure we were setting our new family up for financial success. Chuck and the Financial Freedom team conducted a holistic retirement planning analysis (including reviewing our 401K options), while also providing us a game plan for our college savings. In addition, they made sure we had adequate life insurance in place to protect our young family. Their recommendations were straightforward and easily executable, even for non-finance people like my husband and me. Chuck and his team were professional, responsive, and provided my husband and me with invaluable peace of mind. We would definitely recommend Financial Freedom.

Justin Myers

My wife and I were newly married and wanted to get our finances straight for the long run when we started working with Charles over a year ago. Before him, we had tried an advisor with a major company who made us feel uncomfortable during our meetings and pressured us to invest our money in ways we did not agree with. Charles was, thankfully, a breath of fresh air with his level of professionalism, knowledge, and dedication. Today, we feel confident and well organized with our financial plans.

Dan Montgomery

It was important to us to go with a fiduciary, not a salesperson. We are very happy with the way Chuck untangled things and gave us clear, sensible recommendations that fit our goals and risk tolerance.

Jack Zemp

Chuck and his team did an amazingly thorough job laying out our financial plan. We could not be more pleased with his excellent work. His depth of knowledge put our minds at ease about our future.

Rich Murphy

Chuck helped us lock in on a strategy for retirement that is rock solid by thoroughly analyzing all of our financial data. He performed in-depth analyses of each 401k and IRA that we own and provided a comprehensive step-by-step review that was custom tailored to fit our retirement goals. He is a top-notch financial professional who we highly recommend, as he takes his time to explain things to you every step of the process in a thorough and collaborative way.

Lloyd M

We decided to get a second opinion after we reviewed our financial plan that was constructed several years ago by a “franchised financial planner.” We chose Financial Freedom Planners because this financial firm is an independent firm that is not associated with any specific investment brand or investment fund. Financial Freedom designed and constructed a financial plan specifically tailored to meet our investment goals while considering our risk tolerance and time frame utilizing several diverse investment products best suited for our retirement goals. Chuck and John conducted all of our meetings in a comfortable, relaxed, and informative environment with no pressure to purchase any of the “franchised invest products” that some finical planners pressure their clients in to purchasing. Our detailed personalized financial plan was presented in a clear and precise format with step by step instructions to follow that anyone could understand. I would highly recommend their five-star service to anyone seeking financial planning advice! Thank you, Lloyd and Maryann

Cynthia C

As my husband approached retirement, we were looking for a thorough and objective evaluation of our situation in order to make sure our assets survive as long as we do. We are so fortunate that we found Chuck Roberts of Freedom Financial Planners. Over several months, Chuck delved into the financial decisions we would be facing over the next 25 years or so. His in-depth analysis included the essential decisions such as when we should begin drawing social security and how we could address long-term care and life insurance needs, to the more fun possibilities such as travel. He helped us explore numerous options and the impacts of each. At every turn, Chuck considered our level of risk tolerance and incorporated our feedback. In addition, he prepared written reference materials specifically for us. He then put together a detailed, well-thought-out plan in line with our goals. Throughout, Chuck explained his thought processes and rationale for various recommendations in a way that we could understand and implement. In our experience, not only is Chuck’s expertise invaluable, but he is a genuinely nice guy who earned our trust. We honestly believe that his very reasonable flat fee was some of the best money we have ever spent.

Mario Grasso

Here is my email to Chuck Roberts, after our initial meeting with him: "First, thank you very much for meeting with Jenny, Marina and me last week. We enjoyed the meeting, and we look forward to working with you toward optimizing my mother's financial 'health'. Continuing on our 'disclosure' at the meeting, my mother is, indeed, a 'character' and while we anticipated possible resistance from her toward working with a financial planner in general, she came away saying how nice, trustworthy, experienced and kind you were. We are very happy she found you both acceptable and exceptional to her, in providing this important role. So, thank you for helping us off to a good start!" - March, 2016

Jack Dausman

Chuck is thorough, thoughtful and experienced. He provided very careful analysis and financial insight for assessing our retirement planning. We look forward to a long-term relationship.

Marc Shumaker

We have been working with Chuck Roberts for the past several months on a comprehensive financial plan. Chuck looked at every aspect of our finances and was able to present a plan that was detailed, extremely well researched, and covered every scenario that had implications for our future. We feel confidant going forward that Chuck's recommendations and guidance will insure that our financial life is in order. We are extremely happy to have found Chuck at this important time in our life.We can't say enough good things about him!! Highly recommend!!

Shields Callahan

My husband and I can’t speak highly enough about Chuck Roberts and the team at Financial Freedom. He has helped us tremendously to establish our financial and investment goals. He is not only skillful, knowledgable, helpful, kind and responsive, but he has the rare ability to convert confusing financial language and policies into every day language so that people without a background in finance or accounting (like ourselves) can easily understand the investment planning process.

Billy Amacker

Chuck did an awesome job.He took our information and looked at all aspects of our finances and came up with a plan for our retirement based on sound principles. He is very patient and methodical in his planning process. At the end of the process you will no where you stand. He did an awesome job and I would highly recommend him.

John Markey

So far we are very pleased with the data gathering process as well as their evaluations and recommendations of our financial portfolio. They do their homework, and deliver an excellent independent financial service. John and Gail

Joan Malone

Chuck did a fabulous job of communicating with my husband (the more investment savvy) while ensuring that I understood what was being discussed and involved both of us in decision making. If you need insight into financial and retirement planning, and would like to work with a true professional who has your best long term interests in mind, contact Chuck Roberts at Financial Freedom Planners. Chuck is a partner in a way that we have not experienced in any prior financial relationships.

Sandy Howells

Knowing I was planning on retiring in the next couple of years I researched extensively to find a fee-only financial advisor that had the high level of knowledge and expertise in his field that I was looking for. Chuck Roberts had all the credentials and consistent glowing reviews from his clients. He still exceeded my expectations with the detailed financial analysis he provided to guide me and inform my next steps - all explained thoroughly (and with patience and understanding!). I am so grateful that I now have a financial plan that I feel confident I can implement and enjoy a secure future. That is priceless. I highly recommend Chuck and Financial Freedom Planners.

Jack Zemp

Chuck and his team did an amazingly thorough job laying out our financial plan. We could not be more pleased with his excellent work. His depth of knowledge put our minds at ease about our future.

Rich Murphy

Chuck helped us lock in on a strategy for retirement that is rock solid by thoroughly analyzing all of our financial data. He performed in-depth analyses of each 401k and IRA that we own and provided a comprehensive step-by-step review that was custom tailored to fit our retirement goals. He is a top-notch financial professional who we highly recommend, as he takes his time to explain things to you every step of the process in a thorough and collaborative way.

Lloyd M

We decided to get a second opinion after we reviewed our financial plan that was constructed several years ago by a “franchised financial planner.” We chose Financial Freedom Planners because this financial firm is an independent firm that is not associated with any specific investment brand or investment fund. Financial Freedom designed and constructed a financial plan specifically tailored to meet our investment goals while considering our risk tolerance and time frame utilizing several diverse investment products best suited for our retirement goals. Chuck and John conducted all of our meetings in a comfortable, relaxed, and informative environment with no pressure to purchase any of the “franchised invest products” that some finical planners pressure their clients in to purchasing. Our detailed personalized financial plan was presented in a clear and precise format with step by step instructions to follow that anyone could understand. I would highly recommend their five-star service to anyone seeking financial planning advice! Thank you, Lloyd and Maryann

Cynthia C

As my husband approached retirement, we were looking for a thorough and objective evaluation of our situation in order to make sure our assets survive as long as we do. We are so fortunate that we found Chuck Roberts of Freedom Financial Planners. Over several months, Chuck delved into the financial decisions we would be facing over the next 25 years or so. His in-depth analysis included the essential decisions such as when we should begin drawing social security and how we could address long-term care and life insurance needs, to the more fun possibilities such as travel. He helped us explore numerous options and the impacts of each. At every turn, Chuck considered our level of risk tolerance and incorporated our feedback. In addition, he prepared written reference materials specifically for us. He then put together a detailed, well-thought-out plan in line with our goals. Throughout, Chuck explained his thought processes and rationale for various recommendations in a way that we could understand and implement. In our experience, not only is Chuck’s expertise invaluable, but he is a genuinely nice guy who earned our trust. We honestly believe that his very reasonable flat fee was some of the best money we have ever spent.

Mario Grasso

Here is my email to Chuck Roberts, after our initial meeting with him: "First, thank you very much for meeting with Jenny, Marina and me last week. We enjoyed the meeting, and we look forward to working with you toward optimizing my mother's financial 'health'. Continuing on our 'disclosure' at the meeting, my mother is, indeed, a 'character' and while we anticipated possible resistance from her toward working with a financial planner in general, she came away saying how nice, trustworthy, experienced and kind you were. We are very happy she found you both acceptable and exceptional to her, in providing this important role. So, thank you for helping us off to a good start!" - March, 2016

Jack Dausman

Chuck is thorough, thoughtful and experienced. He provided very careful analysis and financial insight for assessing our retirement planning. We look forward to a long-term relationship.

Shields Callahan

My husband and I can’t speak highly enough about Chuck Roberts and the team at Financial Freedom. He has helped us tremendously to establish our financial and investment goals. He is not only skillful, knowledgable, helpful, kind and responsive, but he has the rare ability to convert confusing financial language and policies into every day language so that people without a background in finance or accounting (like ourselves) can easily understand the investment planning process.

Billy Amacker

Chuck did an awesome job.He took our information and looked at all aspects of our finances and came up with a plan for our retirement based on sound principles. He is very patient and methodical in his planning process. At the end of the process you will no where you stand. He did an awesome job and I would highly recommend him.

John Markey

So far we are very pleased with the data gathering process as well as their evaluations and recommendations of our financial portfolio. They do their homework, and deliver an excellent independent financial service. John and Gail

Joan Malone

Chuck did a fabulous job of communicating with my husband (the more investment savvy) while ensuring that I understood what was being discussed and involved both of us in decision making. If you need insight into financial and retirement planning, and would like to work with a true professional who has your best long term interests in mind, contact Chuck Roberts at Financial Freedom Planners. Chuck is a partner in a way that we have not experienced in any prior financial relationships.