Freedom Financial Associates
Financial Planner/Retirement Planner
Planning for the retirement is a complex process with many moving parts and there are no cookie cutter - “one size fits all” solutions. That’s why our clients value Freedom Financial Associate's holistic approach. Our partnerships consist of Accountants to help you achieve your financial and non-financial goals.
We are an independent, full-service retirement planning firm offering a comprehensive range of services for retirees and those planning for retirement. As an independent firm, we are not limited to a handful of products or providers. Rather, we represent virtually every carrier available; allowing us to create customized solutions more finely attuned to your needs.
At Freedom Financial Associates, we know financial situations and needs change during each stage of life. Specifically, as retirement approaches financial priorities transition from an accumulation phase to a distribution phase. Together, we will establish a plan that recognizes your asset accumulation, protection, and income-planning objectives so you can help navigate your retirement path as you approach this transition. Then we will help you discover your retirement distribution or "retirement paycheck" needs and put a strategy in place to help you achieve your desired retirement lifestyle.
As a life-long member of the South Jersey community, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.