The WealthFreedom Roadmap™
Welcome to The WealthFreedom Roadmap™ — Designed to help you determine if you are on the right track.
Whether you're just starting out or planning for retirement, building wealth doesn't have to be overwhelming. The roadmap is a step-by-step guide to mastering your money for every stage of life. Explore clear benchmarks, smart tips, and practical tools to see where you stand. Take the quizzes to obtain suggestions. Then schedule a consultation to create your comprehensive financial plan.
Important Notice – For Informational Purposes Only
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The content presented on this website, including the WealthFreedom™ Roadmap, interactive quiz, downloadable materials, and any associated tools or advice, is provided strictly for general informational and educational purposes. Nothing on this site shall be construed as personalized investment advice, legal guidance, accounting services, tax consultation, or tax advice under any circumstances.
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No Client Relationship or Fiduciary Duty
Your use of this website is at your own risk and its tools do not create a client relationship, nor does it establish a fiduciary duty between you and the publisher or any associated parties. WealthFreedom™ is not a registered investment adviser, broker-dealer, insurance agency, tax advisor, or legal firm. If you require financial, tax, or legal advice, you must seek the services of a licensed and qualified professional who is familiar with your unique financial situation and objectives.
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Use at Your Own Risk
All financial examples, metrics, benchmarks (such as savings rates, net worth targets, or insurance suggestions), and scenario planning are illustrative in nature and are not intended to reflect actual results or guarantees of future performance. Financial markets and personal circumstances vary significantly. You are solely responsible for evaluating the risks and consequences of any financial decision you make.
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Limitation of Liability
Under no circumstances shall Philbeck Private Wealth Management, its owners, contributors, affiliates, or agents be held liable for any direct, indirect, incidental, consequential, or punitive damages arising out of your access to or use of the materials on this site. This includes, but is not limited to, loss of profits, assets, business interruption, or personal liability arising from reliance on the information contained herein.
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Jurisdiction and Governing Law
This website is operated within the United States and is intended for use by individuals residing in jurisdictions where the dissemination and consumption of such information is lawful. By accessing this website, you agree that any disputes or legal claims shall be governed by the laws of the state in which the operator is headquartered, without regard to its conflict of law principles.
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Updates and Revisions
The information on this website may be updated, modified, or withdrawn at any time without notice. While reasonable efforts are made to ensure accuracy, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, or suitability of the content for any purpose.