Pursue Retirement Freedom We create custom financial strategies that help credit union members and people from all walks to confidently pursue their dreams.

Empowering Credit Union Members for Over a Decade

Our passion for the communities we serve and longstanding relationships with credit unions help us provide members with convenient, custom strategies and services that equip them to pursue financial freedom with clarity and confidence.

Our team is available to meet you at your local credit union whenever it’s convenient. Schedule your complimentary consultation by selecting your branch or, if you have questions, contact us to request a call.

The Retirement Playbook: Lessons on retiring strong
Florida Cityscape

Your Financial Advocates

The financial professionals at Freedom Financial Group are more than advisors. They’re advocates who support your personal freedoms and lifestyle by understanding who you are, what you value and where you want to go.

Will your money last as long as you do?

Check out this 8-page guide to see why a retirement income analysis is important for your retirement.

The Retirement Playbook: Lessons on retiring strong
mobile mock up of 'will your money last as long as you do' white-paper

Don’t Just Retire.
Retire With Freedom!

Whether you want to grow great wealth, guard what you’ve worked so hard to accumulate or give to others, our unique Retire With Freedom process is designed to help you live life on your terms.

We address each essential aspect of retirement planning — from income strategies and portfolio management to health care, tax mitigation and legacy — so you can pursue the retirement security and independence you desire.