At Freedom Wealth Management we have two goals. The first is to get our clients to retirement by developing relationships, building a financial plan an offering a wide range of cost-effective financial solutions. The second is by making sure our clients can continue the lifestyle throughout the years of retirement along with leaving a legacy to loved ones if desired.
We take the extra time to get things right and continue to partner through the years of retirement. Freedom Wealth Management is an independent firm that has relationships with a variety of financial services companies. This allows us to offer a wide variety of solutions to our clients which can achieve what is needed in the financial building process and ultimately getting them to Financial Peace.
We take the extra time to get things right and continue to partner through the years of retirement. Freedom Wealth Management is an independent firm that has relationships with a variety of financial services companies. This allows us to offer a wide variety of solutions to our clients which can achieve what is needed in the financial building process and ultimately getting them to Financial Peace.
Services
We know from experience that relationships with clients in oil and gas, business professionals, veterans, first responders, and all Dave Ramsey Fans require the highest level of focus and execution. This is precisely the level of service we bring to all of our clients. Beyond our Wealth building plans and stellar service, we are also guided by a moral compass.
America's trusted voice on money and business, Dave Ramsey is a personal money-management expert and extremely popular national radio personality. Ramsey offers that life-changing message as host of a nationally syndicated radio program, The Dave Ramsey Show, which is heard by 14 million listeners each week on more than 600 radio stations and digitally through podcasts, online audio streaming and a 24-hour online streaming video channel.
For more than 20 years, Freedom Wealth Management has been successfully helping individuals and families in their quest to become financially independent. With the changing economic and financial climate we have found that adding the SmartVestor suite of services to our repertoire has been an invaluable tool in fulfilling their life's mission of serving as a guide for individuals and families on this journey.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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