Our Solutions

Client Centered

For more than 20 years, Freedom Wealth Management has been successfully helping individuals and families in their quest to become financially confident. With the changing economic and financial climate we have found that adding the SmartVestor suite of services to our repertoire has been an invaluable tool in fulfilling their life's mission of serving as a guide for individuals and families on this journey.

Since we are independent representatives, we are able to choose from a wide range of solutions and product providers to best suit your needs, including:

Securities & Investments

- Mutual Funds
- Personal Retirement Planning including Traditional IRAs, Roth IRAs, 403(b) and Variable Annuities
- Business Retirement Planning including 401(k), 403(b), SEP IRAs and Simple IRAs
- 401(k) and IRA Rollovers
- College Planning including Coverdell and 529 Plans

Insurance & Asset Protection Products

- Life Insurance
- Fixed Annuities 
- Equity Index Annuities
- Long Term Care Insurance

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