Retirement Plans
Smart planning is all about forward thinking. 
Let's look forward together.
Owning a business is your pride and joy. And supporting your employees’ retirement goals is
essential to your bottom line. That’s where we can help.
Partnering with Freedom Financial Partners gives you a knowledgeable team to help create a
customized plan to match the needs of your business and help manage your day-to-day administration.
Your options are covered. Start with a personalized plan that’s best for you.
Defined Contribution Plan
(401k, 403(b),
Profit Sharing, ESOP)
Get extra tax advantages.
IRA Type Plans
(SEP, SIMPLE)
Less costly options.
Nonqualified Deferred Compensation
Have extra savings for your key employees.
Defined Benefit Plan
(Pension, Cash Balance)
Reward loyalty and provide additional financial security.
Get dedicated service to ensure success for your entire retirement program.

Design a plan right for
your business and meets
your budget.

Address plan risks and
oversee fiduciary
responsibility as a 3(21).

Manage investments
for a strong lineup.

Educate your employees
on an ongoing basis.
Recruit and retain quality employees and help them achieve a successful retirement.
Retirement plans can be complicated, but your employees don’t have to know all the ins and outs. We provide a simple and relatable education program to help better prepare them for today, and the future.
Onsite meetings
One-on-one
Group
Participant outreach
Customized presentations
Ongoing communication
Financial guidance
Debt management
Saving and budgeting
Outcomes
Improved participation rates
Increased employee deferrals
Expert support at every step.
From our first meeting through ongoing administration of your plan, you’ll have the support you need to help build a successful retirement program.
- A team approach that gives you varied backgrounds, experiences and skill sets.
- An accessible team ready to listen and respond to needs and resolve problems.
- A tech-savvy firm that incorporates state-of-the-art technology to serve you and your employees.
- Clear and transparent plan sponsor and advisory fees.
And you won’t just have help with your retirement plan. We’re here to support you, so you can have the right solutions for you, your employees and your business. By giving your employees their best opportunities, you protect yourself in the future.