Building Better
Retirements
One Client at a Time.
Get Started In
3 Easy Steps
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Evaluate
Using Your Financial Compass, we’ll examine your current financial situation and determine your retirement needs.
Plan
Receive a custom strategy to help you reach your unique retirement goals.
Why Freedom Advisor Group
The
Fiduciary Difference
As a Investment Advisor Representative, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products.
I act in your best interest every time, all of the time.
The Freedom Advisor Group Retirement
Roadmap Process.
Step 1: Financial Services
Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals.
Step 2: Insurance Services
Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets.
Step 3: Retirement Planning
We’ll plan and help create strong and predictable income which is the foundation of a comfortable lifestyle.
Step 4: Medicare
Medicare is the federal health insurance program for people who are 65 or older, or those under 65 who may qualify because of a disability or another special situation. Medicare helps millions of American seniors and disabled individuals cover some of their health care costs.
Step 5: Estate Planning
Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on.
FREEDOM ADVISOR GROUP IS HERE TO HELP YOU MANAGE YOUR FINANCES SO YOU CAN PURSUE YOUR ULTIMATE GOALS.
Ready To Take
THE NEXT STEP?
For more information about any of our products and services, schedule a meeting today.
Or give us a call at 630-622-4168
To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly IRA Blog, Weekly Market Commentary and a Monthly Market Review. We hope you find these retirement and financial blogs helpful. Click Here if you would like to schedule a complimentary review of your current financial strategies.
Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.
