FreeMind Financial Advisory
FreeMind Financial Advisory
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    • Home
    • About
    • Clients
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  • Home
  • About
  • Clients
  • Services
  • Resources
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Estate Planning

Utilize estate planning to protect your legacy with personalized strategies to minimize taxes, avoid probate, and maintain control over your family's future.

Estate checklist

Beneficiary designations

Will and testament considerations

Powers of Attorney (POA) considerations

Trust considerations

Wealth transfer planning

Other services

All Services

Financial Planning

Asset Management

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Asset Management

Financial Planning

Asset Management

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Financial Planning

Financial Planning

Advisor Fee Reduction

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Advisor Fee Reduction

Retirement Plan Services

Advisor Fee Reduction

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Retirement Plan Services

Retirement Plan Services

Retirement Plan Services

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Financial Consulting

Retirement Plan Services

Retirement Plan Services

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We help individuals, families, and businesses secure their future.

Serving clients nationwide from Long Island, NY.

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