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Freedom Financial Consulting

Freedom Financial Consulting is a division of Freedom Financial Advisors, LLC.  We are a diversified financial services firm focused on helping institutions, Corporations, and Individuals manage financial resources in a compliant and fiduciary capacity. We perform consulting services in the areas of retirement plans, mergers and acquisitions and plan fiduciary guidance. We want to help our clients establish a customized investment strategy and build long term relationships built on trust. With over 136 years of combined financial industry experience along with our education and Fiduciary status, we are well equipped to provide our clients tailored solutions. 

As an independent firm, we make you our first priority, providing you with advice based on your goals and complexities.  We work with our clients to offer plans that are customized, innovative, and flexible to meet your organization’s specific needs. We do this under the strict rules of ERISA, IRS and SEC Law. Our goal is to take the fiduciary responsibilities off of the employer, it’s senior management team and the board of directors. We analyze the strict and complex ERISA guidelines, and section 404(a) rules, to make the plan run in full compliance. We assist in controlling cost, maximizing plan performance, optimizing employee understanding of plan options and assurance that plan documents are being followed. You can count on our elite team to help improve your outcomes for a better future. 

 

DEFINED CONTRIBUTION PLAN

Over the past 15 years, managing a Defined Contribution plan has become more complex with many Federal Law changes to ERISA, and non- ERISA plans. Plan Sponsors must manage numerous responsibilities for all types of Defined Contributions plans, including 401(k), 403(b}457b, SEP, and Simple plans, we make sure you comply win the ever-changing regulations through the required fiduciary process. We take the responsibility of reviewing RFPs, and making recommendations to the plan sponsor, on the most proper plan that fits their needs, to ensure full compliance is met and all specifications, of investments, pricing, enrollment, onsite representatives, and the rating of each company.

EDUCATION PLANNING

For 136 years of combined experience, Freedom Financial Consulting, has been working with higher education planning, from actual onsite enrolling to full integration of plans, to the implementation of plans. We do consulting of your plans through the RFP process, reviewing and recommending a plan for you; including supervising the record keeper, managing costs, reviewing investments, recommending which plan meets your needs as a fiduciary as required by law.

DEFINED BENEFIT PLAN

As a Defined Benefit (Pension) plan sponsor you face some of the most regulated ERISA rules, changing actuarial, and management of the assets and expenses of your plan. We partner with you to develop your plans to go forward and how to maximize a frozen Defined Benefit plan to meet the needs of the employees upon retirement.