More Than Just A Financial & Insurance Company
We like to consider ourselves a compassionate, understanding and honest team when it comes to help creating personalized insurance strategies for our clients. We help them obtain what they truly need, when they truly need it and in a respectful manner. Plus, we’re real people offering real advice. We’re individuals and business professionals just like you and we understand what it’s like to want to protect yourself, your family and your employees at all costs.
Do you have a lot of questions? That’s okay. Our clients respect the fact that we take the time to educate them through the process of arranging their financial affairs so they fully understand the choices they have to make, or should make in the future. After all, quality financial decisions are made after our clients have been informed of options they didn’t even know they had. We believe that honesty, reasonable expectations and trusting, lifelong relationships are the keys to help achieving your goals.
Ask us anything, anytime. We’re always here to ease your mind and expand your knowledge.
An Abundance of Reliable Resources
We’re supported by a team of experts at Freedom 55 Financial and can connect you with lawyers, tax experts, and more.
Helping You Set Realistic Goals
If we think you need to rethink your financial situation and insurance strategies, we’ll let you know and adjust accordingly.
Providing A Wealth of Knowledge
Some of our advisors have over 25 years of experience in the financial industry and have proven track records of success.