The Benefits of Having a Certified Financial Planner

Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner™ professional if you:

  • Want to better manage your finances, but aren't sure where to start
  • Don't have time to do your own financial planning
  • Want a professional opinion about the plan you've developed
  • Don't have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
  • Have an immediate need or unexpected life event

If any of the above questions apply to you, it's time to call Financial Freedom Planners..

Financial Freedom Planners™ is an independent, Fee-Only financial planning and Registered Investment Advisor in the Commonwealth of Virginia.

Financial Freedom Planners is a proud member of  MD Preferred Services

  • MD Preferred is a national database dedicated to "Doctor Friendly" professional services

  • Every MD Preferred affiliated professional is recognized for their commitment to serving the healthcare industry

  • Financial Advisors that display the MD Preferred Service Medallion are uniquely qualified to act as recruiting partners to area practice managers and hospital administrators

Financial Freedom Planners is a proud member of The Garrett Planning Network, Inc., an international affiliation of Fee-Only financial advisors dedicated to serving people from all walks of life on an hourly, as-needed basis. Founded by Sheryl Garrett, CFP®, a well-known financial planner, book author and industry consultant who has thrice been named “one of the Top 25 most influential people in financial planning, the network is listed as the financial planning network of choice in several personal finance books. The network has been featured on the Today Show, CNBC, MSN’s Money Central and in numerous publications such as Time, Newsweek, Money, Business Week, Smart Money, New York Times, Wall Street Journal and more.

Chuck Roberts is a pioneer assisting people in reaching their goals through financial and investment planning. For over 30 years he has had the distinct honor of helping people build brighter financial futures. In addition to earning a BA with honors in Economics at the Pennsylvania State University, he graduated from the Securities Industry Institute at the Wharton School of University of Pennsylvania, and the College of Financial Planning.

Early in career, Chuck recognized the value in becoming a financial problem solver for clients, and is an early graduate of the College of Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional, is licensed as an Investment Advisor with the Commonwealth of Virginia, and is a Financial Advisor. In addition, he has been active in the National Association of Securities Dealers (now FINRA), where he served on the District 7 and Consultative Committees.

One of the unique principles at Financial Freedom Planners is no net worth or investable asset requirements to become a client. After many years of increasingly greater complexity, uncertainty, and economic challenges facing American families, they felt compelled to serve people from all walks of life ... not just the affluent or the wealthy. The firm's mission is to help make competent, objective advice accessible to all people.

Stay Connected clients the straight answers they need to make good financial decisions.

...develops recommendations based on solid experience, thorough analysis, and up-to-date knowledge. compensated in a fair, clear, transparent manner free of conflict of interest.

About Financial Freedom Planners

Financial Freedom Planners™ © 2019  |  All Rights Reserved

Charles R. Roberts, CFP®, is the founder and Chief Executive Officer of Financial Freedom Planners™.  In building and managing the firm, his guiding principle is to be the financial planner he would want to hire.  That is, one who: