OUR APPROACH

OUR PROCESS

Working Together to Solve Your Financial Goals

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, including:

  • Retirement Income Planning

  • Social Security Planning

  • Medicare & Long Term Care Planning

  • Estate Planning & Legacy 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.