Freedom Financial Group, LLC
Over the years, we have found that a team approach adds a broader perspective to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We have experience customizing asset management and investment strategies to help clients navigate a complicated and ever changing investment landscape. We invite you to discover and experience the power of our services.
We understand no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We offer our clients a variety of valuable services including:
- Comprehensive Financial Lifestyle Planning
- Legacy, Estate, and Philanthropy Planning
- Investment Tax Strategies
- Risk Management and Insurance
- Enhanced Portfolio Reporting
- Frequent Communication and Education
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
Some common questions are:
- Can I retire early? When can I retire? Will I have enough to last?
- Are my investments working hard enough? Am I taking too much risk?
- Do I have enough life insurance for my family?
We have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.