CORE SERVICES

- Rollovers
- IRA's
- 401k
- Mutual Funds

- Real-Life Financial Conversations
- Passive Income Strategies

- Life Insurance
- Long Term Care Insurance
- Insurance
- Annuities

MEDICAL PROFESSIONAL SOLUTIONS

PERSONAL SOLUTIONS

Freedom Financial Group provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.

Estate Planning
Asset Protection
Charitable Planning
Investment Management
Disability and Extended Care Needs
Passive Income Solutions
Retirement Planning
Education Planning

BUSINESS SOLUTIONS

Here at Freedom Financial Group, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.

Executive Benefits
Succession Planning
Key Person Insurance
Funding Buy-Sell Agreements
Funding Deferred Compensation

MEDICAL PROFESSIONAL SOLUTIONS

Here at Freedom Financial Group, we understand the financial challenges of being in the healthcare industry. Our advisors are prepared to work with you every step of the way, from residency until retirement. Our team focusses on the financial planning of medical providers of all specialties. No matter your specialty and no matter what challenges you face, we are here to assist you.

Charitable Planning
Tax Planning
Retirement Planning
Education Planning
Debt Management
- Asset Protection
- Employee Benefits
- Insurance
- Disability Insurance