Freedom Financial Group

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. Insurance products are offered through the insurance business Freedom Financial Group. Freedom Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Freedom Financial Group are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Freedom Financial Group is not affiliated with the U.S. government or any governmental agency. Investing involves risk, including the potential loss of principal. 03791058 - 2/26