Investment Services

Reach your retirement goals with the right plan.

Investment Services

Freedom Financial Group can help you develop a plan that ensures your financial direction matches your vision of life in retirement. The team of financial advisors can answer some of the key questions you face as you plan ahead. Questions like:

  • Am I still on track for retirement?
  • How can I best manage my savings from my former employer?
  • Do I have enough money to provide regular and ongoing income in retirement?

Contact a Financial Services Representative at 407.426.6000 or toll-free 888.843.8328 to schedule an appointment with a financial advisor today!

Additional Retirement Resources

Research shows that most people don’t have enough saved for retirement – you may be in this position, but it’s never too late to start saving! Take our short tutorial to learn more about the importance of saving now to help you afford your living expenses after retirement. We’ll cover:

  • Ways to save for retirement
  • How to estimate the income you will need in retirement
  • How to build a retirement investment portfolio that matches your goals

Start the Planning for Retirement Playlist

Many American workers save for retirement with a 401k plan. If your job offers a 401k plan as a benefit, it’s important to take advantage of it and interact with this short learning experience to determine how to maximize the money you are putting into it. This lesson will explore:

  • The different types of 401k plans
  • Common features of 401ks, including funding options, limits, and tax savings
  • Options and restrictions around withdrawing money from your 401k

Start the 401k Plans Playlist

Even if you have a great savings plan in place, Social Security can be an important source of future income. Take our short lesson to learn more about Social Security and how you might plan to use it to support your living expenses in retirement. We will explore:

  • The significance of Social Security to your retirement income
  • How the timing of collecting Social Security affects your benefits
  • Evaluating how much of your retirement expenses Social Security will cover

Start the When to Collect Social Security Playlist

Securities offered are not NCUA or federally insured, not credit union guaranteed and may lose value.

Investment Advisor Representative with and securities and Investment Advisory Services offered through Signator Investors, Inc. (SII) member FINRA, SIPC AND A Registered Investment Advisor. Non-Securities products and services are not offered through SII. Securities and Investment Advisory Services are not insured by NCUA, not a deposit or other obligation of, or guaranteed by any credit union, and are subject to risks including the possible loss of principal amount invested. SII is not affiliated with Freedom Financial Group, LLC or any credit union.