About

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.
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