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Master Four Key Decisions, Embrace a Life of Freedom

Welcome to Freedom 65 Powered by Boatman & Bryant CPAs

Discover a journey that simplifies complex financial choices, empowering you to pursue your dreams with confidence. Our holistic approach blends expertise and insight, guiding you toward a future filled with possibilities.

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What We do
Simplifying Your
Path to Freedom

Planning For Families, Individuals, & Business Owners

Financial complexities can often feel overwhelming, but our goal is to turn those challenges into opportunities for growth and peace of mind. We are dedicated to removing financial fears from your life, enabling you to focus on what truly matters. By transforming intricate matters into clear, understandable steps, we empower you to embrace a life filled with confidence and freedom.

Who We Serve
Guiding Those Who Seek Financial Clarity

Our diverse clientele reflects the unique financial needs and aspirations of those we proudly serve.

Professional Service Companies

Professional Service Companies

Driven achievers seeking guidance to manage and grow their personal wealth with confidence.

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Professional Entertainers

Professional Entertainers

Artists and performers looking for financial strategies that accommodate their unique career demands.

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Small Business Owners

Small Business Owners

Entrepreneurs needing expert advice on managing finances and expanding their business ventures.

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Families with Complex Estates

Families with Complex Estates

Families seeking clarity and structure in managing intricate estate planning needs across generations.

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Who We Are
Rooted in Experience, Driven by Passion

With over 30 years of expertise, we have transformed into Freedom 65, embracing a holistic approach to financial well-being. Our team is dedicated to empowering clients through trust, clarity, and personalized solutions, helping you achieve the freedom to live your best life.

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How We Help
Our 4-Step Process

Our structured approach is designed to simplify your financial journey, offering clarity and empowerment at every step. We focus on delivering tailored solutions that align with your unique goals, ensuring a comprehensive and supportive experience.

Tax
Services

Optimize your financial situation and ensure regulatory compliance with our services, including tax return preparation for corporations, individuals, estates, and trusts, as well as accounting/bookkeeping services such as sales tax and payroll management.

Wealth Management

Customized investment strategies designed to grow and protect your assets, aligning with your financial aspirations and risk tolerance.

Estate
Planning

Freedom 65 offers comprehensive legacy planning to address asset distribution, guardianship, and healthcare directives clearly, ensuring your wishes are respected and your loved ones are secure.

Insurance
Strategies

Evaluating and optimizing your coverage to protect your financial foundation and provide peace of mind for the future.

Test Your Knowledge
How Much Do You Know About Investing?

Locations
Where you can find us

Belleview Office

Belleview Office

(352) 347-4424

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Longwood Office

Longwood Office

(407) 869-5522

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DeLand Office

DeLand Office

(386) 734-8080

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Titusville Office

Titusville Office

(321) 264-2222

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Clearwater Office

Clearwater Office

(727) 724-6422

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Get Started Today
Start your Path 
to Freedom Today

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Call