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Our Services

At Freedom Financial Group, we provide expert assistance in the following areas:

Financial Planning

  • Retirement Plans
  • Estate Plans
  • Business Planning
  • Education Planning
  • College Planning

 

Retirement Solutions

  • Defined Benefit Plan
  • Pension Max
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401(k) Planning
  • 403(b) Planning

 

*Tax Planning

  • Tax Preparation
  • Charitable Giving
  • Accounting & Book Keeping





Investments

  • Stocks & Bonds
  • Brokerage Accounts
  • Mutual Funds
  • Exchange Traded Funds
  • Annuities

 

Insurance

  • Disability Income
  • Long Term Care
  • Life Insurance

 

*Legal Planning

  • Revocable Living Trust
  • Irrevocable Living Trust
  • Limited Liability Company
  • Will with Testamentary Trust
  • Wills
  • Oil & Gas Law
  • Real Estate Law

*Provided through a third party.  Our firm does not provide legal or tax advice.  Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.