Financial Freedom Planners™

My husband and I contacted Financial Freedom Planners to help us understand how to prepare for our retirement and to develop a plan of action that would address the uncertainties we had with the important financial decisions we would need to make. We had the pleasure of meeting with Charles Roberts a number of times over several months and we found his depth of knowledge and his desire to help to be outstanding. He was not only very personable during our conversations but was also keenly aware of our needs and concerns. His approach in assisting us was professional and very user friendly and he always took the time to be certain that we understood the information he was giving us. We greatly appreciated his expertise and would recommend his services to anyone in need of solid financial guidance.

My husband and I started working with Financial Freedom Planners this year and they have been amazing. The time and effort they put into creating your plan is unmatched. They answered all our questions and never rushed us during our meetings. John created nearly a dozen scenarios for us to see how different decisions would impact our net worth over time. I can't say enough great things about working this company.

We found Charles Roberts through an article in Forbes magazine about the wisdom of hiring a financial planner who is a fiduciary. The article recommended only four in Virginia, and the other three were in the greater DC area. His resume and experience are not to be believed. Chuck and John made us feel like we were their only clients and gave us a wealth of information and guidance. We were so impressed with Financial Freedom Planners, we have gifted our son and his wife some sessions with them as well.