Freedom Financial Group is committed to helping you develop a solid financial plan to help preserve your future retirement. Our five-step Retire with Freedom Process™ takes you on your own personal journey to building a successful retirement strategy: 1. Picture. We get to know you and your particular circumstances, so you can paint a picture of your ideal retirement — your “Norman Rockwell.” We also uncover any concerns you might have about things standing in your way. 2. Stress Test. We use an assessment tool to help you identify your unique risks and opportunities. We also confirm your top desires and concerns. 3. Design. We use the data we’ve collected to start designing your personalized roadmap. We also discuss your options and address any questions you might have. 4. Build. Once we agree on the right retirement strategy for you, we finalize any paperwork and start building in the details. 5. Guide. Now it’s time to do what you want to do and let us take care of it! Every year, we will sit down with you to review your strategy to make updates or confirm that everything is on track. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1630150- 2/23.
Freedom Financial Group is committed to helping you develop a solid financial plan to help preserve your future retirement. Our five-step Retire with Freedom Process™ takes you on your own personal journey to building a successful retirement strategy: 1. Picture. We get to know you and your particular circumstances, so you can paint a picture of your ideal retirement — your “Norman Rockwell.” We also uncover any concerns you might have about things standing in your way. 2. Stress Test. We use an assessment tool to help you identify your unique risks and opportunities. We also confirm your top desires and concerns. 3. Design. We use the data we’ve collected to start designing your personalized roadmap. We also discuss your options and address any questions you might have. 4. Build. Once we agree on the right retirement strategy for you, we finalize any paperwork and start building in the details. 5. Guide. Now it’s time to do what you want to do and let us take care of it! Every year, we will sit down with you to review your strategy to make updates or confirm that everything is on track. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1630150- 2/23.
Company Information
- Industry
- Financial Services
- Company Type
- Public Company
- Founded
- 2008
- Employee Range
- 11-50
- Revenue Range
- Not available
Location
- Address
- 2057 Valleydale Rd Alabama Birmingham
- City
- Region
- Postal Code
- 35244
- Country
- United States