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Your Free Financial Assessment

WHY? -To help you (and us) make an informed decision about working together.
WHAT? -A free assessment. We will be showing you step-by-step how you can improve your retirement success before paying us a single dollar.
WHO? -Diligent savers over age 50 who have accumulated investment & retirement assets of $100,000 or more. (Excluding real estate.)

No Cost or Obligation

We want you to know exactly how we can help before you pay us a single dollar.

3 Big Answers

You will finish with answers to the three biggest questions about retirement.

15-Minute Call

The very first step is a 15-minute phone call with our team.


Book a Call


Evaluation Meeting


Give you Answers




Need time to think


Let’s go for it!

 1 -


Book a Call

This 15-minute phone call will allow us to make sure we are the perfect match for your needs.

In case we are not the right financial planning firm for you, it will be a pleasure to point you in the right direction.

2 -


Evaluation Meeting

To give you real solutions we need to know your needs.

The next step is a one to one meeting, on this one-hour meeting our team will get to know your financial needs, goals, and concerns.

Previous to this meeting we will request a few important documents, this information will lead us to a better analysis of your need.

3 -


Give you Answers

What you need are real answers.

We will apply 30+ years of experience, education, hours of training, and research to provide you answers to these essential questions.

  • Are you on the right path to reach your long-term financial goals?
  • How your tax bill could be reduced?
  • How could your investments be improved?

4 -



We will have at this point a complete and personalized analysis ready for you. It is time for our second meeting, answer the essential questions, and explain what you need to do to reach your financial goals.

After this, we will ask if you would like to begin working with our firm or if you need time to think about it.

5 -


Need time to think

Our clients are very important to us and our goal is to create a long-term relationship with them, that is why you must take as much time as needed to decide.

To help you in the process you should ask yourself this.

            -Do I trust and respect Freedom Advisory Team?

            -Do I understand and agree with their investment approach?

            -Do their financial planning recommendations make sense?

We will be contacting you in a few days to identify how you would like to move forward.

In case you decide that we are not a good fit to work as a team, it's okay. The truth is we wish you the best, and we will be glad to point you in the right direction, no pressure.

6 -

STEP six

Let’s go for it!

For us, it is our privilege to be working with you. Before all the excitement, we will talk again this way we can answer any questions and set all the new client processes.


How Do I Know If I’m a Good Fit?

We deliver the greatest value when we focus on complex situations that
require our expertise. Our typical clients are:

Professionals over age 50 who are retired or want to know they have the ability to retire one day.Persistent savers who have accumulated investment and retirement assets of $100,000 or more. (Excluding real estate.)
People who want to delegate all retirement planning and investment management to an expert so they can spend time on things that matter most to them.