Worried that your retirement strategy is Missing Something?

We’re here to help you feel confident in your retirement future.

What We Offer

At Freedom Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments, insurance products and services, to help you address your retirement needs and concerns.

The Retire with Freedom Process™

Our five-step Retire with Freedom Process™ takes you on your own
personal journey to building a successful retirement strategy:


Retirement Picture. We get to know you and your particular circumstances, so you can paint a picture of your ideal retirement — your “Norman Rockwell.” We also uncover any concerns you might have about things standing in your way.


Stress Test. We use an assessment tool to help you identify your unique risks and opportunities. We also confirm your top desires and concerns.


Customized Blueprint. We use the data we’ve collected to start designing your personalized roadmap. We also discuss your options and address any questions you might have.


Construction Begins. Once we agree on the best retirement strategy for you, we finalize any paperwork and start building in the details.


Relax and Review. Now it’s time to do what you want to do! Every year, we will sit down with you to review your strategy to make updates or confirm that everything is on track.

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Provide for the people and causes you care about the most.


IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Charitable Giving
Estate Planning
Tax Planning

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 205.988.0006