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.

Our Process

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

Our History

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

Our Values

Manage investments
for a strong lineup.

Our Resources

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.

Have a Question?

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