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Customized Wealth Planning Professional Management CFO for Life Plan Well, Invest Well, Live Well

Who We Are


Byrne Financial Freedom is an Independent Investment Management firm that specializes in managing money for high net worth individuals.

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What We Do

Byrne Financial Freedom LLC - A registered investment advisor - Franklin, MA - What We Do

Byrne Financial Freedom offers a variety of financial services designed to help prepare our clients for their future.

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How We Do It

Byrne Financial Freedom LLC - A registered investment advisor - Franklin, MA - How We Do It

Byrne Financial Freedom has a comprehensive approach to creating investment strategies tailored to our client's needs.

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Our Mission

Our mission is to enrich our client's lives by providing sound financial advice through education, communication and personalized service. We strive to maintain long-term relationships with our clients by performing our duties in an ethical, fair and honest manner. Byrne Financial Freedom, LLC is your CFO for life.

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There are things about Social Security that might surprise you.

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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Protecting Those Who Matter Most

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There are some smart strategies that may help you pursue your investment objectives

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How federal estate taxes work, plus estate management documents and tactics.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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