Financial Services

Financial Services

At Freedom Life Inc, your path to financial success involves planning for the future, a crucial step in realizing your financial goals. We recognize the dedication you've invested in achieving your success. That's why we are dedicated to safeguarding your family and assets, ensuring your hard work is well-protected.



Individuals & Families

At Freedom Life Inc, regardless of where you stand in your financial journey, we understand that life is multifaceted, and our team is here to provide assistance. Whether you're planning for your child's education or securing your retirement, we firmly advocate for personalized financial strategies that empower individuals and families to attain their financial aspirations.


  • Start a Career

    Starting a new job can be both exciting and a bit nerve-wracking. The good news is, time is an important asset. When you begin a new job, you'll have to make various money-related decisions, like how to use your earnings and which benefits to choose.


    It's essential to protect your money and investments for the long haul. Our team is here to help you make these financial decisions, so they work well with your financial goals and keep what you've earned safe.

  • Get Married

    Preparing for your big day can be quite a task, and you've got even more planning ahead for your life with your loved one. You'll need to figure out where you'll live and create a budget to keep your loved one secure.


    We offer a range of solutions that we can discuss before you take that first step into marriage. Our goal is to help you safeguard what's most important as you begin this new chapter and continue to build your finances with another.

  • Start a Family

    Being a parent is one of life's wonderful experiences. From caring for your baby at night and witnessing their first steps to celebrating their college graduation, we can assist you by offering financial options that protect you today so you can enjoy your tomorrow.

  • Plan For College

    We often hear about the importance of saving money throughout our lives. Even as we get older, the need to save doesn't fade, especially when we want to support our children's education. With college costs continually increasing, it's a good idea to begin saving as early as possible.

  • Purchase Your First Home

    Purchasing your first home is a realization of the American dream. Transforming your first house into a true home takes time, but you can make sure it's a safe and secure haven for your family and loved ones.


    We can offer solutions to protect your finances and your home in case of unexpected events.

  • Care for Those Who Need It Most

    No one knows your family's needs better than you do. Over time, you've learned everything about your children, parents, and even grandparents, including their future plans and what they require to lead fulfilling lives.


    Close to 15 percent of all Americans find themselves providing financial support to their aging parents and beyond. Our parents cared for us when we needed it, and now they might need our help.


    You're devoted to your loved ones and want to ensure their protection at all times, whether it's for an elderly parent or growing children. Our team can help instill the confidence you and your loved ones deserve in your financial foundation and insurance coverage.


    We have a dedicated professional team ready to assist in planning for the anticipated and preparing for the unexpected. We'll remove the uncertainty and guide you in supporting your children and aging loved ones.


    Through not just your income but also your life insurance and living benefits, we can offer enhancements that enable you to access policy benefits when you need them most.

  • Retirement, Wills, & Trusts

    When you can retire and when you will retire are important questions to consider. Even if retirement seems like a distant goal, understanding how much money you'll require for your future plans is essential. We can assist you by starting early planning and addressing all your concerns about the years ahead.


    Feeling uncertain about having enough money for retirement is entirely normal. In today's financial landscape, annuities offer retirees a range of advantages that can generate income and leave a financial legacy for loved ones.


    Our team will also simplify some of the complexities related to post-retirement preparations, ensuring your wishes are honored in various aspects of life, such as estate planning, disability and illness, divorce, remarriage, and more. Wills and trusts are legal documents created to carry out various intentions that can positively impact businesses and assets.

Business Owners

We understand that managing both your personal and corporate finances as a business owner can be undeniably complex. With our expert team, we streamline the process through comprehensive integrated planning.


Running a business keeps you occupied, and your time is a valuable asset. Our mission is to provide you with the essential insights necessary to safeguard your personal and business interests effectively.


  • Build

    We understand that running a business demands a substantial amount of time and can be challenging. You must dedicate yourself to growing your brand's presence, acquiring new clients, and making the right hires. These responsibilities involve making financial choices that affect both your business and personal life.


    Our team offers a range of financial solutions designed to safeguard the foundation you've established, even when unforeseen circumstances occur.

  • Grow

    This is the phase in your business where you begin to see the financial results of your dedicated efforts. The most common worry at this stage is preventing any major setbacks that could disrupt your progress.


    The best course of action is to safeguard your business against both anticipated and unforeseen challenges before they occur. We can assist you in implementing programs that not only help you attract and retain valuable talent but also secure your investment and foster the growth of your soon-to-be thriving enterprise.

  • Transition

    as success comes your way, you might reach a point where you decide it's time to step back and move on. Handing over the reins of your business can be a gradual or swift process.


    No matter your approach to transitioning into life after your company, we can provide you with solutions to ensure your business, and you, have the best chances for success once you leave.

IRA (Rollover and 401k Rollover)

In today's uncertain world, where the future is unpredictable, the smartest approach is preparation. Throughout your lifetime, your hard work paves the way for the freedom to make choices aligned with your desires. An effective tool to assist you in achieving your financial objectives is the Individual Retirement Account (IRA).


Rollover IRAs present the opportunity to seamlessly transfer funds from an employer-sponsored retirement plan or 401(k) into an IRA. This transition allows you to maintain the tax-deferred status of your retirement assets, without incurring current taxes or early withdrawal penalties. Notably, this option opens the door to a broader spectrum of investment choices, empowering you to pursue your goals while minimizing potential risks.

Ready to get started? Contact us today.

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