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Financial Planning

Tailored financial strategies to fit your life—schedule your free consultation today with Freedom Financial Group.
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Investment Services

When it comes to your money and how to manage it, your plan has to be unique. No one plan fits all. Explore your financial options and let Freedom Financial Group help with investment options, retirement planning, and risk management 

Free Consultation

The professionals of Freedom Financial Group are ready to assist you with a free consultation to help build a plan that works for you.
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Check the background of investment professionals associated with this site.
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Custom Strategies

Freedom Financial works to prepare a customized strategy to help people from all walks to confidently pursue their dreams.
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Progress Towards Financial Freedom

Let the advisors of Freedom Financial Group work with you to build a personalized strategy suited to your specific needs and circumstances.
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Custom Built Strategies

Whether you want to "set it and forget it," or you want to more actively participate in your investments, the Freedom Financial team will help design an investment strategy that matches your risk tolerance and goals. And since risk tolerance changes as life happens—they plan for that too!
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Retirement income stategies

Future Income Planning

Unlike working years, when you've likely drawn a regular paycheck, at Retirement it's time to pay yourself. Tap into your savings in a strategic way to create an income stream you won't outlive.
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Need More Advanced Asset Management?

For members seeking more comprehensive asset management and estate planning, our partnership with Southeast Trust Company offers an elevated level of support, ensuring your financial legacy is carefully managed and aligned with your long-term vision.
Learn More Contact Southeast Trust Company
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA, SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. MIDFLORIDA Credit Union is not a registered broker/dealer and is not affiliated with Freedom Financial Group or Osaic Wealth, Inc.



Not NCUA Insured

 Not a Deposit Product
  May Lose Value
 No Credit Union/Affiliate Guarantee
  Not a Condition of Any Credit Union Service
  No Guarantee of Insurance Underwriter Performance

Investment options subject to minimums; see a Freedom Financial advisor for details. For tax advice, please consult a qualified tax professional.

 

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