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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s