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(407) 344-1228
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Financial Planning

Set Up Your Financial Goals For Success

At Freedom Insurance Financial, your financial future is our highest priority. Whether you are at or nearing retirement, saving for a child’s education, or are new to the investment world, we will create a personalized financial plan to meet your needs.

We are dedicated to helping you make prudent investment decisions to help achieve your financial goals.

Protect What’s Most Important

Financial Planning is an excellent way to help prepare for life’s unforeseen moments. Whether you’re looking for coverage for a specific period of time or lifelong protection, with the correct financial plan and coverage, you can relax knowing that your loved ones will be taken care of, no matter what the future holds.

  • Investments & Annuities
  • Life Insurance
  • Retirement Plans
  • Index Universal Life
  • Roth IRA
  • Traditional IRA
  • Term Life Insurance
  • Final Expense Insurance
  • Traditional IRA
  • 401K
  • Mortgage Protector
  • College Savings
  • Index Universal Life
  • Whole Life Insurance
  • And more

Map Out Your Future 

with Expert Financial Planning

With over 20 years of experience, Freedom Financial is here to help you prepare for life’s unforeseen moments. Whether you’re looking for coverage for a specific period of time or lifelong protection, with the correct financial plan and insurance, you can relax knowing that your loved ones will be taken care of, no matter what the future holds.

Make Your Retirement Possible

There are a couple of necessary steps you need to take to establish your retirement income.

Wealth Management

Our financial advisors compare all available options and recommend the ones that fit your specific investment management needs.

Legacy Planning

How would you like to pass on personal and financial assets to friends, family, loved ones, and charitable causes?

Tax Preparation

For most, taxes may be the single biggest expenditure year in and year out. When faced with such a large recurring payment, you should make sure you aren’t paying more than you have to.

Florida Retirement System

Are you a member of the Florida Retirement System (FRS)? You may have seen a lot of changes to your retirement options over the past few years.

Life Insurance

Proper planning with a life insurance agent can help you and your family avoid financial hardship after the death of a family member.

Questions?

Get all the Answers 
Contact Us

As an independent firm, we don’t have a quota that we must meet to stay in business. This means we won’t be breathing down your neck trying to sell you products you don’t need.

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