Freedom Financial Group

"Linda and I took the free class you offer, as I am of retirement age, and want to be able to "sleep at night" knowing we will still have sufficient income to live our lifestyle after the work checks stop rolling in. That's why we came in to the office to work out our information with what we have put aside so far. BTW, don't ever stop giving the classes you give (for free!)...that and the radio/tv shows are the best advertisement for the free seminars. They got me interested enough in your retirement system to get me into a class. After hearing your presentation, I realized how comprehensive this retirement thing is...you cover issues I would never have thought of! Way too many "moving parts" that, if one figure changes, it effects every other aspect. And did I mention for free! As you say, I'd much rather have people that have done this for years rather than me trying to put this together, since I have virtually no experience with any of the areas. After the class, we scheduled a personal visit. I guess I shouldn't have been surprised by the amount of information you had us collect, after having taken the course/seminar, but the sheer volume of information needed to make an informed, intelligent decision was overwhelming. But Tyler and AJ kept after me to get the data (I frequently need a push or two to get me going in the right direction). When the plan was put together and presented, it all fit into a comprehensive form, with a foundation, a house with an emergency exit, and a roof. And with the clear, logical plan, we could then find the areas that we needed to resolve to make it easier to accomplish. For example, I thought I would retire at the end of 2022 when the next yearly bump in monthly Social Security went up. But due to the difference in age between Linda and me (six years), it worked out to be better for me to wait until I reach 70 and am required to begin S.S. payments, mostly because when I retire Linda will be without my company health insurance. Even if we have to wait a year or two before she can get her own SS, I will have worked full-time and save money for those two years, and I will get a higher monthly SS check. And we don't have to go hunting for a health insurance plan as a 60 year old. ($$$) One of the best parts, however (and the plan is a huge reason to stay with Freedom Financial), is that every single person I met in their office is the type of people I would want to meet and keep as friends, even away from the planning. The depth of knowledge and knowing what questions to ask, and when, is more than enough reason to stay with you guys, but the personable, interested way you deal with each customer makes me want to continue meeting in person. When we first walk in the door, Lauren is such a ray of sunshine and a joy; yet another reason to meet in person and not electronically. I am sure that this keen interest in the actual people comes thru on zoom meetings or even on phone meetings. And the cherry on the top is the community service projects that you perform monthly. That really shows the honest interest in the people of the area, and not just your clients. It illustrates how well you work with each other and for the community at large. You are a Birmingham treasure!"

"Relieved my anxiety about planning for retirement! They are not just financial advisors but they specialize in retirement. Met twice with me before I decided to proceed to learn of my situation and assess my needs. Now I have a plan in place with no more worries! There was never any pressure. I like it that they met with me after 100 days and will continue to meet with me and review my professionally managed investments yearly or sooner if I have questions. They walked me through some things I needed to do and reviewed my employee benefits and even reviewed my life insurance policy and made helpful suggestions."

"Freedom Financial has been our advisors for the past nine years. Their team approach provides assurance that our portfolio is being managed and monitored to meet our financial goals in retirement. We appreciate their individual client approach as well as their charitable volunteer service provided to the community. Tad and Toni continue to grow Freedom Financial Group through exceptional service to their clients."

"My wife and I have been clients of Freedom Financial for several years, after attending one of their informative seminars. (We came on board just before retirement.) Tad and Toni have an amazing method of explaining what is needed to build a retirement plan. The plan is structured so financial, as well as non-financial, individuals can easily understand. Having Freedom Financial handle our retirement plan has given us peace of mind, knowing our finances are in competent hands. We are kept up to date on market changes. An advisor meets with us annually to review our plan and make recommendations as needed. Help is always just a phone call away. The office has a warm and welcoming atmosphere, where each person is made to feel important and respected. We have found everyone in the company to be friendly, professional, knowledgeable and helpful. Although we have not been able to participate, we are impressed that the office is closed one day a month for staff and clients to participate in community service projects."

"Multiple times a week, my husband and I discuss how appreciative we are to Freedom Financial for guiding us to realize the peace of mind we now enjoy in retirement. They spent a lot of time with us, educating us until we understood the personalized plan they put together for us. Among many things, we learned is that retirement planning is way more than simply managing investments. Their knowledge about Social Security, insurance, annuities and other investment opportunities has led us to a worry free retirement. We are so thankful for Tad & Toni & their staff! J & L Nelson"