What We Do

Your retirement is independent and unique. We should work for you in the same way. We work objectively with individuals, families and business owners to help achieve their financial goals.

OUR PROCESS

The Freedom Financial Advisors of Maryland Process is a four-phase approach to your retirement goals.

Phase 1: Discovery

This is our first meeting together and an open conversation. We get to know each other and then focus on your specific needs for retirement and what you want your investment capital to do for you.

Phase 2: Strategy

We develop a long-term investment strategy that is custom-tailored to your unique needs. We then create a comprehensive plan that outlines the strategy and options we recommend to you for potential long-term success.

Phase 3: Implementation

At your direction, we begin to implement your investment strategy. Our staff stays connected with you every step of the way to make sure you are moving forward the way you want to.

Phase 4: Monitoring & Adjusting

We monitor your accounts on a regular basis to make sure they are still performing the way that was intended. When you experience a life change or an economic impact, we review the strategy together and adjust as needed.

HOW WE WORK

We understand the many challenges of retirement today, and we know that one of the biggest concerns for many is outliving their money. We focus on money management, and we look at ways to help preserve clients’ money, while also looking at ways to help people grow their money for the potential longevity and care costs ahead.

OUR SERVICES

Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.

Investments

Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Cash Balance Plans

Financial Planning

Retirement Plans, Tax-Efficiency Strategies, 401(k) Planning, 403(b) Planning, College Planning, Legacy Plans, Profit Sharing Plans

Insurance

Disability, Income Insurance, Life Insurance, Long-Term Care Insurance

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Any and all other services referenced are an outside business activity not offered through or supervised by AE Wealth Management. Investment advisory services provided by AEWM. Freedom Financial Advisors of Maryland, AEWM [and any other entities] are all separate and not affiliated entities.

We can also refer you to professionals who provide the following services:

  • Trusts

  • Probate

  • Charitable Giving

  • Estate Planning Services

  • Tax Services

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Our team believes every American deserves retirement

With the freedom to pursue their purpose and passions. As your guide, we can help you identify the biggest challenges coming your way and look at ways to earn the American retirement — the most unique retirement in the world, because it’s YOURS.

Schedule a Meeting
Scroll to Top