Retire With Freedom.

“It was truly a God thing!  I listened to Tad and Toni many Saturday mornings and said several times I wished we could meet with them to verify we were on the right track.  Dennis was completely comfortable with the retirement path we were on at the time.  I recall driving to the Farmer's Market one Saturday morning while listening to Tad and Toni and prayed for God to work it out so our paths would cross.  There are many more details to this story that will not be noted due to time but a few days later I received a flyer in the mail advertising Tad's class at Jeff State.  I went straight inside registered for the class and included a friend. Dennis stated he was not interested because he was very happy with the advisers we had used for many years.

The day came for the class and out of the blue Dennis decided he would attend (to my surprise).  We were blown away the first night by all the information Tad provided and again on the second night.  We scheduled the follow up meeting and never looked back.  I am NOT a risk taker when it comes to money; Dennis is a moderate risk taker.  We honestly felt he had our best interest in mind and provided a sensible roadmap for our future.  My risk fears were put to rest to the point I recently retired and feel excited about the future!”

– Betty S.

Betty & Dennis S. are investment advisory and insurance services clients who have not been compensated for this statement. May not be representative of all client’s experience. 8.24.21

"Thanks for taking the time through numerous sessions and questions to help us visualize our retirement future. The roadmap and action steps in getting our savings over the last 38 years working in concert with pension, investments and social security gives us a confidence that our future retirement years will be enjoyed with family and friends. Thanks to ALL of your team and Freedom Financial! We appreciate the close working relationship."

– Jim & Suzie W.

Jim & Suzie W. are investment advisory and insurance clients who have not been compensated for this statement. May not be representative of all client’s experience. 9.20.21

"My wife and I were undecided about when I should retire from my job of 33 years. "OK...actually it was me agreeing on giving up that regular monthly pay check". The Freedom Financial team took the information we had and the savings we had worked so hard to accumulate over the years and provided us a plan that fit our needs after retirement and beyond. After managing our investments ourselves over the years,  we were looking for someone that would be as "protective" of our hard earned savings as we are.

We found that in the group at Freedom Financial. Tad and Toni Hill have a dedicated and caring team that walked us through the plan and explained the details if we had questions. If you are looking for someone that will care about your future as much as you do, Freedom Financial is the provider to consider."

– Wayne C.

Wayne C. is an investment advisory client and has received de minimis compensation for his statement. 9.15.21