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Our Philosophy, Purposes, and Values

At Freedom for Living, our philosophy is to educate and assist families in achieving Financial Freedom.

Financial Freedom is a combination of education and implementation. We believe in providing you with financial education, not a sales pitch. This approach allows you to make informed decisions about your finances that you can be confident about.

We believe that everyone, regardless of their financial situation, is entitled to this education and assistance.

Our Purpose

How Confident Are You That You Can Reach Your Goals For Retirement?

Freedom For Living is committed to helping everyone attain financial independence, eliminate debt, and be able to retire comfortably.

Financial planning is about more than assets, investments and net worth. It's about what you want to do with your money and why. It's about identifying your concerns, expectations and goals. It's about how you feel and what you want to do.

What does your confidence meter say about your retirement goals?

We will sit down with you and go over your goals, your concerns, your expectations and devise a true financial plan to help you reach your objectives.

Our Values

  • To deliver superior, long-term solutions and a client experience that exceeds expectations.
  • Earn our clients' trust by treating clients in an ethical, empathetic, and proactive way.
  • Be good stewards of our brand and what we represent.


Complementary comprehensive financial analysis

Our financial professionals will sit down with you and examine your full financial picture - including debts, assets, net worth, expenses, income, savings, retirement, insurance, and college planning. Using a unique and specialized program called MoneyEdge®, we put all this information in one place and help you plan out your financial future.

NO asset-under-management fees

Many financial professionals charge an annual fee based on a percentage of assets under management. We operate on a transactional basis.

Specialties: Financial: Insurance (Term Life / Disability Income / Long Term Care); Retirement Planning; IRA's; Educational Planning; Variable, Fixed and Indexed Annuities; Debt Elimination Strategies; Legal Protection; Identity Theft & Restoration Protection; Recruiting; Personnel Development; Training.

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