Freedom Financial Group, Free Yourself. Dream Big. Live Well.

Free yourself. Dream Big. Live Well.

What Keeps You Up at Night

Come, as you are, there’s no judgment here… Only help.

Every day, we encounter clients with a list of tasks that need to be accomplished. These tasks keep them up at night, leaving them frustrated and overwhelmed. They face challenges in devising a plan that not only works for themselves but also benefits future generations.

This is where we can help. Our team of advisers can help you take the necessary steps to determine your priorities, develop a strategy, create and implement a plan and navigate all the details.

Taking control starts with taking the first step. We are here to help you take the necessary steps to take control of your to do list and put your plan in place.


When it comes to reaching most goals in life, the first step to success is usually developing a plan with strategies and timelines. Starting sooner rather than later is always advisable. We help clients with the following types of planning to achieve their goals:


  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Business Planning
  • Education Planning
  • College Planning
  • Protection Planning


Once we understand what you want your retirement years to look like, we can estimate what you will need to cover your expenses. Although we can’t predict with 100% certainty what you will spend in retirement, we can estimate a reasonable range by factoring inflation into the equation.


We also consider things like taxes, health care, and possible long-term care needs. Those three items are often some of the most significant expense items in retirement. Any retirement plan should include strategies to minimize taxes and pay for health care and long-term care.

accountant, attorney, financial advisor & insurance agent creating a plan

Income Projections

Estimating your retirement expenses is only one half of the equation. We also analyze your retirement assets to project your income in retirement. Every client is different, but common sources of retirement income include:


  • Social Security
  • IRAs and 401(k)s
  • Interest & Dividends
  • Defined Benefit Pensions


We’ll analyze your income and project what it may be in the future based on a variety of growth rates. We then compare your projected income to your projected expenses to see how they compare.

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.

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