Freedom Financial Advantage, LLC
MEET OUR TEAM OF ASSOCIATES
Nicholas Wharton
Norvita Bell
Shana Neeley
Corey Williams
Vernon Willis
DID YOU KNOW?
Only 42% of Americans know how much to save for retirement.
Employee Benefit Research Institute, 2011
TO SCHEDULE A FREE CONSULTATION
Give us a call at
(704) 905-9867
or
The Advantage is networking to answer your questions and provide solutions:
- Affluent client strategies for tax advantages
- Social Security Solutions for Income Maintenance
- Estate Planning for completing your final wishes
- Comprehensive Analysis Review to determine if you have old or new insurance.
If you have financial needs such as these or you have questions, contact us at Freedom Financial Advantage!
Approximately 63% of money needed for retirement will come from you in the form of:
- employer-sponsored plans- i.e. 401(k) & 403(b)
- persoal retirement plans (i.e. Roth IRAs)
- other savings & investments (stocks, bonds or mutual funds)
Social Security Administration, 2010
Email: gilbertaz9@yahoo.com | Call: (704) 905-9867
© 2013 Freedom Financial Advantage, LLC. All rights reserved.
The scripture says:
"We perish for lack of knowledge."
- Long Term Care
- Medicare Supplement
- Mortgage Protection
- Retirement Planning
- Terms Insurance
- Universal/Index Life
- Whole Life
- 401(k)/ 403(b) Pension Rollovers and Transfers
- Annuities
- Budget Preparation
- Client Profiles
- College Funding
- Disability Insurance
- Income Planning
- IRAs ROTH and Traditional
- Investment Risk Options
PRODUCTS AND SERVICES
