Please take a look at How to Get Started, then schedule an introductory phone call with Chuck by contacting us online or at 804-277-9734. This is the first step in getting to know each other, allowing us time to answer your initial questions and discuss your financial planning needs.
3741 Westerre Parkway | Suite C | Richmond, VA | 23233 | US
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.
Financial Freedom Planners™ © 2019 | All Rights Reserved