How does the advisor help clients – Key Takeaways:
As a top-performing financial services firm, Freedom Found Financial provides expert financial advice to individuals, families, and businesses. Their team of professionals utilizes their extensive knowledge and experience to offer a wide range of financial services tailored to their clients’ specific needs and goals. Below are some key takeaways on how Freedom Found Financial helps their clients reach financial freedom:
- Provides personalized financial planning and investment strategies to meet individual goals
- Empowers clients with financial education and resources for informed decision-making
- Offers ongoing support and monitoring to ensure continued financial success
- Implements transparent and ethical practices to build trust with clients
- Strives to build long-term relationships with clients for sustainable financial growth
Facts and Insights
Founded in 2005, Freedom Found Financial has a team of over 100 advisors serving clients across the United States. Their dedication to delivering exceptional financial advice and service has helped them earn recognition as one of the top firms in the industry. Here are some interesting facts and insights on Freedom Found Financial:
- The firm manages over $10 billion in assets for their clients
- They have received multiple awards and accolades for their commitment to client satisfaction and industry expertise
- Their team of advisors has an average of 15 years of experience in the financial services industry
- Freedom Found Financial places a strong emphasis on community involvement and has a history of philanthropic initiatives
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $10 billion | 100+ |
Financial Services Offered
Freedom Found Financial offers a comprehensive range of financial services to help their clients reach their financial goals and achieve long-term success. Some of the services they provide include:
- Retirement and estate planning
- Investment management
- Insurance, including life, disability, and long-term care
- Tax planning and preparation
- Debt and cash flow management
- Education planning
- Small business planning
- Socially responsible investing
Client Types
Freedom Found Financial works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and they tailor their services to meet these needs. Some of the client types they work with include:
- High net worth individuals
- Business owners and entrepreneurs
- Young professionals
- Retirees and pre-retirees
- Families with complex financial situations
Fees & Compensation
Freedom Found Financial operates with a transparent fee structure and believes in full disclosure to their clients. They offer fee-based services and charge a percentage of their clients’ assets under management. Additionally, they may receive compensation for the sale of specific products or services, but this is always disclosed to the client beforehand. Their aim is to build lasting relationships with clients based on trust, and their fee structure reflects this commitment.
Background
Freedom Found Financial was founded in 2005 with a vision to help individuals and businesses achieve financial freedom. Since then, they have grown to become a leading financial services firm, trusted by thousands of clients nationwide. Their team of advisors has a diverse range of backgrounds and expertise, allowing them to provide comprehensive financial solutions to their clients. As a firm, Freedom Found Financial is committed to continuous growth and improvement, always seeking new ways to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Freedom Found Financial is subject to certain regulations and disclosures. These include