Using the Retire with Freedom Process, we'll examine your current financial situation and determine your retirement needs. Fill out the Retirement Checklist Challenge to find out how prepared you are for retirement! Attend one of our informational courses to learn more about retirement income strategies, wealth management and more.
Services
The markets change daily. New developments. New twists. New events. The torrent of change makes it impossible for anyone professional to keep up and provide sound advice, no matter how savvy that person is. With Freedom Financial, your financial success is a team effort. Our entire team of professionals coordinates to advise you on your retirement plan and how to make your dreams a reality.
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 East Lake Initiative (ELI) seeks to provide holistic community development within the greater East Lake area through strategic partnerships with the business community, local governments, educational institutions and churches. The initiative is helping to bring back pride in the neighborhood through house-to-home transformations.
Here, you'll find the resources you need to navigate the world of finance and make the decisions necessary for you to live with confidence and joy in retirement. No one should plan alone. That's why we've curated this collection of guides to provide the in-depth dives you need to punch-up your planning for the journey to and through retirement.
Reviews (10)
Joe Campbell
Feb 02, 2022
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The whole Freedom Financial Group works very hard to make you feel that you are their most important client. They explain everything in detail and make sure you understand completely. The plan they have for us was constructed after we and they discussed what we wanted our retirement to be. Sit down with them if you want to feel comfortable about your financial future.
Tommy Hames
Jan 29, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
My wife and I have been partners with Freedom Financial for 10+ years. We chose them after detailed discussions with 3 other advisors. The deciding factor was Freedoms specialty is retirement and you need to get that right. We have zero complaints and zero regrets with this partnership.
My wife and I have been partners with Freedom Financial for 10+ years. We chose them after detailed discussions with 3 other advisors. The deciding factor was Freedoms specialty is retirement and you need to get that right. We have zero complaints and zero regrets with this partnership.
Rodney Robinson
Jan 21, 2022
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Positive: Professionalism, Responsiveness
Everyone at Freedom Financial are Great. I trust them all and Everyone goes out of their way to help anyway they can. I am very confident with my retirement plan and the guidance they have given and implemented from our discussions. They also perform a lot of community service with the many days they volunteer throughout the year.
Everyone at Freedom Financial are Great. I trust them all and Everyone goes out of their way to help anyway they can. I am very confident with my retirement plan and the guidance they have given and implemented from our discussions. They also perform a lot of community service with the many days they volunteer throughout the year.
Jim Acker
Jan 19, 2022
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When we moved to Birmingham seven years ago we kept hearing all the commercials and candidly didn’t view Freedom Financial as a serious retirement planning firm but the more I listened the more it resonated as I was unhappy with my longstanding financial planner in Minnesota. We read Tad’s book plus we listened to how they build a specific plan so you always know where you stand. It was exactly what we were looking for. That was three years ago and we remain a satisfied client. If you don’t have a reasonable plan, Freedom Financial will help you build one but be ready for a dose of honesty
Susan Farrow
Jan 11, 2022
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My husband passed away in 2020, and he always handled our money. Like many new widows, I found myself completely in the dark when it came to investing and knowing what to do to insure my future financial stability. That's a lot of stress to add to an already stressful time, and I needed someone to "hold my hand" and help me figure it out. Sean at Freedom Financial did just that, with compassion and a lot of patience. He came up with a plan tailored to my comfort level and based on realistic expectations, and the end result is that I no longer worry about my finances. I have confidence that I am
Patricia A. Smith
Dec 17, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
The Freedom Financial team has been guiding us through retirement for over ten years. They have helped us be able to enjoy our retirement. They are fiduciaries, which means that they are bound to always look out for your best interests. Thank you to all of you at Freedom Financial for letting us be able to sleep soundly at night!
The Freedom Financial team has been guiding us through retirement for over ten years. They have helped us be able to enjoy our retirement. They are fiduciaries, which means that they are bound to always look out for your best interests. Thank you to all of you at Freedom Financial for letting us be able to sleep soundly at night!
Donna Jarvis
Oct 29, 2021
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We recently started doing business with Sean at Freedom Financial Group in August of 2021. The free class in the beginning (with Tad and Toni) helped us find out more about why their business was created (it resonated with us!). We read their book and scheduled several meetings with Sean to see if a plan could be created to help us retire without worries! The rest is history...after about 4 meetings with Sean and talking to their group- Erica, Taylor, Tyler, Lauren-(a few of the team members that have helped us), we are successfully developing our plan to retire with "Freedom". After our 90 day
Lloyd Tetrault
Oct 02, 2021
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Freedom Financial Group provides personalized, professional, and focused retirement planning and investing services. They were what we were looking for in the transition from a Broker - Investor relationship with our previous financial advisor to someone to aid us is establishing a plan for the transition to full retirement to include income stream, securities, insurance, and estate transfer. Their attention to detail and knowledge of the industry products, related laws, and services are what we needed for a full and accurate retirement plan that we are now executing. A full plan was established
Lee Robinson
Sep 22, 2021
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Two years before Retirement and I felt uncomfortable with many questions.
Was there enough money?
How do I manage the money, many options and places but which is the right one?
How much should I budget that it will last?
Before a budget was annual and based off my income, now it’s for the rest of my life, a daunting task!
Who do I turn to for help, a bank? (I did that and they were not equipped to answer the above questions)
Perhaps a fund management firm, can I trust they will look out for my livelihood or just be a place to invest funds?
I heard Tad and Toni on the radio and scheduled
Was there enough money?
How do I manage the money, many options and places but which is the right one?
How much should I budget that it will last?
Before a budget was annual and based off my income, now it’s for the rest of my life, a daunting task!
Who do I turn to for help, a bank? (I did that and they were not equipped to answer the above questions)
Perhaps a fund management firm, can I trust they will look out for my livelihood or just be a place to invest funds?
I heard Tad and Toni on the radio and scheduled
Rick Allums
Sep 11, 2021
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If you are looking to develop a solid financial plan for your retirement, I highly recommend Freedom Financial. The plan that we developed together using their expertise and focus in retirement planning gave my wife and I the confidence to know that when our paychecks stopped we would have the income needed to do the things we wanted in retirement and still be able to leave something for our kids and grandkids. I have had several financial planners/advisors over the years, but none with the expertise and laser focus on retirement like the team at Freedom Financial. They truly have their clients
