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

Free yourself. Dream Big. Live Well.

Prepare for you and your loved ones

We help you prepare, so they don’t have to repair in times of need.


Insurance needs and planning can be a confusing and overwhelming project to manage for your family and your business.


We are here to help our process our process is first to understand your priorities, needs, and concerns. There are many factors to consider when developing your insurance strategies.


Our team at Freedom Financial Group works for the client, utilizing brokerage houses to help shop your insurance options, provide you with the best rates, and help you navigate the application and servicing of those contracts over time.


If this is a need you or you, your family, or your business needs a second opinion on we are here to provide that too.


We examine the good the bad and the ugly of existing policies and help you feel confident knowing that you’re hard-earned money is being put to work in the right place in the event the unthinkable happens.



We not only help you develop a plan but find the right provider for:

  • Life insurance
  • Long-term care
  • Disability
  • Business Insurance
  • Estate planning insurance
  • Critical illness

Insurance

When preparing for your financial future, the strategic use of insurance can help offer protection from life’s “what ifs.” Not preparing for the unpleasant or unexpected events is often what derails the best-laid financial plans. For this reason, it’s important to consider financial protection in your overall plan. Insurance strategies can be particularly helpful in the following scenarios:


  • Providing financial resources for a surviving spouse or children that can be used to pay off debt, a mortgage or fund an education in the event of an untimely passing. 
  • Leaving a legacy for your family or favorite charity or cause after passing away.
  • Having long-term care in place in the event of an accident, illness or declining health due to the aging process.
  • Having a financial safety net in place in the case of disability, impacting one’s ability to work and support their family. 


Life insurance can be purchased in many different forms. Long-term care insurance can be purchased and used when someone needs extra support and care due to a long-term illness or condition. Disability insurance can help fill a financial gap when a person has an accident or illness and cannot work. Our firm has access to various products, policies and carriers. We can explore options together to find the policy that best meets your needs and budget.

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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