My Freedom Benefits

  Tony Novak CPA LinkedIn profileContact: Tony Novak, CPA, MBA, MT
Toll-free: (800) 609-0683 ext. 2

Secure cloud-based management of your personal financial plan

We've moved your personal financial planning into the 21st century!

Freedom Benefits uses an industry-leading online financial planning and management platform with bank-level security to deliver and store important documents, compile and analyze budgets and financial reports, and track & collaborate on your financial projects.

All of our clients are provided an account at Balance Financial, the industry-leading personal financial planning software delivered through a secure cloud-based platform at no additional charge.

If you are familiar with Intuit's Mint platform, there are many similarities. The difference is that you get a personal financial adviser "on call" with us and you do not get all those annoying advertisements from other vendors at Intuit.

No more sending documents by fax or email. No more downloading financial data or updating your desktop software. No more wondering about the location of your important financial data or whether family members will have access when appropriate.

Other features of this platform include:

  • professional grade bill pay service
  • daily data aggregation and reporting of all of your accounts on one screen
  • clear crisp financial reports and graphs show your progress
  • SAS 70 data center with 24/7 monitoring and bank level security policies
  • organize statements, wills, tax documents & other files
  • - easy transition for tax return preparation
  • - send and receive secure messages with your financial adviser
  • - built-in log of all historic activity and communications
  • - collaborate with your family & trusted professionals

You are not a client but want a free 30 day trial of Balance Financial platform? Just ask!

The  30 day trial comes with a free no-obligation introductory planning session with the adviser (by telephone, Web or in-person) so this is the perfect way to evaluate how an Web-based accountant/adviser can work for you. We think that once you try it, you will be hooked.

As long as you remain a Freedom Benefits client (even just one hour of adviser service per year), then Balance Financial service is yours for free. Even if you choose to not use us for any accounting or advisory help, you can still keep the Balance Financial account by paying the cost yourself (currently $10/month for individuals without an adviser)