A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Freedom Advisor Group, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Freedom Advisor Group
630-622-4168

CLOSE

 

Book or Change Your Appointment

Take the first step toward reaching your

Financial Goals 

Get the information that can help you live a confident retirement.

Attend an Event

RETIREMENT YOU “EDUCATIONAL WORKSHOPS”

We offer an intensive, hands-on workshop at different universities located throughout the St. Louis metro area. Anyone who attends one of our classes gets a free, no obligation, in depth retirement plan.

Our approach is straight-forward: It’s a hands on deep-dive into all the nuances of retirement financial planning. We will skip basics you have already read online and get right to the heart of the matter, complete with case studies and the opportunity to ask your own personalized questions.

UPCOMING EVENTS:

There are no upcoming events at this time

Retirement Financial Planning Syllabus 101

I. Filling the Gaps In Retirement

  • Gaps = “Income Problems”
  • Health Care Options for Early Retirees
  • Long Term Care
  • What Happens After You Are Gone?
  • Tax Analysis

II. Income Planning

  • Inflation
  • Market Volatility
  • Losses Hurt You More Than Gains Help You
  • Conflicts of Interest
  • Fee-Based Fiduciaries
  • What’s Your Income Stream?
  • What Does Your Pensions Look Like?
  • Social Security
  • Accumulation Phase
  • Distribution Phase
  • Retirement Income Myths

Ready To Take

ONE-ON-ONE?


Schedule a meeting with a member of our team to create your financial strategy today.

Schedule a Meeting

Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.