Retire With Freedom.

We help you manage all the pieces of your retirement plan
so you can retire with confidence.

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Schedule A Call

Get started in 3 easy steps:

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using the Retire with Freedom Process™, we’ll examine your current financial situation and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement goals.

Let's Get Started
checklist

Do you know where you stand financially? Take The Retirement Checklist Challenge!

Fill out the Retirement Checklist Challenge to find out how prepared you are for retirement!

Take the Challenge

Freedom Financial Group In the Media

Listen to the "Retire with Freedom" radio show every weekend.

Tune In

Submit your question to be answered on air with Tad and Toni!

Submit Your Question

Submit your question to be answered on air with Tad and Toni!

Attend a Course

Attend one of our informational courses to learn more about retirement income strategies, wealth management and more.

View Calendar

UPCOMING COURSES:

November 11
Retirement Course
6:00 pm | Vestavia Hills Library
Register

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.

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