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™

Discover our five-step Retire with Freedom Process™ to building a confident retirement plan.

1

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.

2

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

3

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.

4

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

5

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:

Insurance products are offered through the insurance business Freedom Financial Services. Freedom Financial Services is [also] an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Freedom Financial Services are not subject to Investment Advisor requirements. AEWM and Freedom Financial Services are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Freedom Financial Services is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Grow

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

How?

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

Preserve

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

How?

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

Give

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

How?

IRA Legacy Planning

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

Wills & Trusts
Probate
Charitable Giving

Estate Prep
Tax Prep

Ready to Take The Next Step?

To learn more about our Retire with Freedom Process™, schedule a time with an advisor or register for our retirement course.

Or give us a call at 205.988.0006