We help People Identify Their Scattered Financial Puzzle Pieces and Bring them Together to Create a Financial Masterpiece
Our Approach
At Freedom Wealth Services, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the critical areas of retirement planning.
As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Freedom Wealth Services, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.
Our Mission
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to four major financial risks:
- Market Risk
- Withdrawal Rate Risk
- Longevity Risk
- Medical Expenses/ Long-Term Care Expenses
Our approach provides a clear and direct solution to help you reduce these risks while building a custom strategy for financial independence.
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Our Company Values
Your Financial Strategists
Meet The Team
Our Strategic Partners
Helping Our Community
Our Charities
