Your Path To Financial Freedom.

Achieving financial freedom is a journey that requires patience, discipline, and adaptability.  It’s about achieving a balance between enjoying life now and securing your future financial  well-being. 

What you get with Freedom Financial Strategies:

You know what matters most. Our team of financial professionals knows how to jump start you towards financial freedom through sophisticated financial strategies designed for your needs and goals. We can provide several benefits and outcomes that contribute to financial independence and security. Here are some key aspects of what you can achieve with effective financial strategies.

1) Financial Planning
2) Investment Management
3) Retirement Planning
4) Estate Planning
5) Insurance Services
6) Tax planning
7) Education Planning
8) Risk Management

Our team of professionals are here to guide you.

My team of financial professionals are here to guide you toward the life you’ve always wanted. When you work with us, expect:

Secure your retirement plan with an annuity.

Did you know that one in four non-retired adults lacks retirement savings? Fixed index annuities offer a solution. These financial instruments provide guaranteed income, protection from market loss, and conservative growth potential. Plan your retirement confidently with fixed index annuities!

Questions about Freedom Financial Strategy? We've got answers.

Long Term Care you can trust

Are you dreaming of an early retirement? Our seasoned financial Strategist specialize in helping you achieve this goal. We’ll create a customized roadmap that considers your unique circumstances, risk tolerance, and investment horizon. Whether it’s optimizing your savings, diversifying your portfolio, or maximizing tax efficiency, we’re here to guide you toward financial independence

We can help you retire early

When it comes to long-term care, trust matters most. Our comprehensive solutions ensure your well-being and peace of mind. From nursing care to assisted living, we provide personalized advice and tailored insurance options. Let us help you plan for the future, so you can focus on enjoying life without worry.

Unlock Your Financial Potential

Are you seeking a trusted partner to navigate your financial journey? Look no further. Our seasoned expert understands what truly matters to you—both today and in the long term. We’re here to consider all the “what-ifs” so you don’t have to, guiding you through life’s twists and turns.

Tailored Financial Solutions

Our personalized financial plans are crafted with your unique life in mind. We’ll create a strategy that harmonizes your current priorities with your future aspirations. Imagine having all the pieces of your financial puzzle neatly organized in one place, empowering you to make informed choices every day.

Excellence in Financial Services

At our firm, we don’t just offer a diverse range of financial options; we provide tailored solutions that align seamlessly with your goals. Whether you’re considering investments to grow your wealth or insurance to protect your loved ones, our expert team is here to guide you every step of the way.

ESTATE PLANNING

Secure Estate Liquidity for Taxes and Obligations

We offer comprehensive solutions to streamline your estate planning, focusing on minimizing taxes, ensuring liquidity, and properly timing distributions to your beneficiaries.  This includes reducing taxes, providing liquidity, and making sure you’re compounding your money.

FINANCIAL PLANNING

Safeguard Your Family, Retirement, and Long-Term Care

A single life insurance policy can cover your family, optimize your retirement savings, and provide long-term care benefits. Our unique policy design and proprietary product ensure liquidity across various scenarios, such as death, retirement income supplementation, and long-term care needs.

KEY PERSON PLANNING

Protect Business Leaders to Cover Corporate Obligations

Our firm assists businesses, private equity, and venture capital firms in insuring key executives and employees. We offer coverage ranging from $1,000,000 to over $100,000,000 and place both institutional and proprietary life insurance policies to fund corporate liabilities.

TAX-EFFICIENT INVESTING

Efficient Tax Deferral Strategies

Utilize life insurance investment accounts to defer taxes on alternative and traditional investments. This strategy is particularly beneficial for high-income tax states and asset classes like fixed income, alternative investments, or equity portfolios with high turnover.

CORPORATE INVESTING

Customized Corporate-Owned Life Insurance Solutions

We collaborate with senior executives and boards to develop life insurance programs (COLI, BOLI, ICOLI) tailored to meet your company’s investment goals and strategies. 

LEGACY PLANNING

Equalizing Inheritance and Supporting Charitable Causes

We assist families in using life insurance to balance inheritance among heirs, especially in family-owned businesses. For charitable donations, life insurance provides immediate funds upon death, ensuring your philanthropic goals are met efficiently.

Retire confidently

Find out what’s important to you when it comes to preparing for retirement and thinking through your financial approach. Our resources and solutions are here to help you meet your financial needs.