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Your 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 $250,000 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 Financial Management.

15-Minute Call


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



Financial Planning & Consulting San Juan, PR Freedom Advisory, LLC
 Step One: 

Book a Call

 

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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.

Retirement Planning San Juan, PR Freedom Advisory, LLC
 Step Two: 

Evaluation Meeting

 

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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.

Tax Planning San Juan, PR Freedom Advisory, LLC
 Step Three: 

Give you Answers

 

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What you need are real answers.

We will apply 30+ years of experience, education, hours of training, and research (qualitative & quantitative) 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?
Investment Planning San Juan, PR Freedom Advisory, LLC
 Step Four: 

Inform

 

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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.

College Planning San Juan, PR Freedom Advisory, LLC
 Step Five: 

Need time to think

 

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Take your time.

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.

Insurance & Estate Planning San Juan, PR Freedom Advisory, LLC
 Step Six: 

Let’s go for it!

 

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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 $250,000 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.