Executives
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Pete Blackwell
Financial Planner
CFP®, AAMS®, MBA
Freedom Wealth Management7307 N Division St, Ste 305, Spokane, WA 99208-6545
Broker Affiliation: LPL Financial
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Philanthropists
Retirees or Seniors
Major Milestones I Specialize In
Divorce Planning
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Freedom Wealth Management is an education-focused financial planning firm committed to turning clients’ dreams into reality. Our goal is to simplify the financial planning process and provide a clear map to help guide you toward your goals. We employ an independent, proprietary process to help us understand your specific financial situation and vision for the future. Using this map, we implement a wide range of financial solutions to keep your financial life on track.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.