Freedom Financial Group, Free Yourself. Dream Big. Live Well.

Free Yourself.
Dream Big.
Live Well.

Helping clients experience financial freedom since 1993.

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What does financial freedom mean to you?

Financial freedom means different things to different people. For many, it means having the time and resources to pursue their retirement goals and passions. For others, it may mean knowing their loved ones will be cared for well into the future. At Freedom Financial, we’ll work with you to define and pursue your unique vision of financial freedom.

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Integrity is the Foundation of Who We Are

Freedom Financial Group has been providing financial services 1994. After starting in the basement of our founder’s home, we have grown into a nationwide firm, serving clients' financial and retirement needs in multiple states, offering a holistic suite of customized services.

Team, Service, Integrity, Innovation, Hope flag

Our 5 Core Values

After a rigorous process, we have defined our Core Values to capture the essential elements of building a great, enduring company and striving to deliver excellence to our clients. Our mission is to help ensure that these Values are not just words, but rather a beacon that inspires and guides us in everything we do.

  • 1. Team

    Each person plays their part and comes together with all team members to help achieve a larger goal.

  • 2. Service

    Providing assistance to or serving in a useful capacity. Giving practical help and being of use or service.

  • 3. Integrity

    The quality of being honest and having strong moral principles.

  • 4. Innovation

    Creating new methods, ideas, and products to help serve our team and clients.

  • 5. Hope

    An optimistic state of mind based on the expectation of positive outcomes.

When was the last time your accountant, attorney, financial advisor & insurance agent all got in the same room and talked about your plan?

accountant, attorney, financial advisor & insurance agent creating a plan

Customer Services Based on Your Unique Needs

At Freedom Financial Group, we specialize in serving several types of clients, each with its own unique needs and challenges. We inform, empower and equip you to succeed through our experience, knowledge, and resources. Our goal is to position you to reach your goals.

Farmers & Ranchers

Farming and ranching families face financial concerns that others don’t. These issues often include considerations about rising input costs, debt management, commodities markets, and so much more. Farmers and ranchers have a broad and often complex financial life, and many are also facing the everyday issue of raising and providing for their families. At Freedom Financial Group, we understand your unique situation and we are here to help you with the most challenging issues. We have been

working with farming and ranching families since 1994. Some of the areas we specialize in are.



  • Farm transition planning
  • Tax planning strategies
  • Long-term care protection
  • Estate planning with multiple heirs
  • Retirement income planning
  • Equipment & grain liquidation strategies

Entrepreneurs

You don’t have to do it alone.


Being an entrepreneur is not for the faint of heart. The hard work and dedication is not always enough. That’s why we are here to help. We have helped thousands of small business owners and entrepreneurs build the life, lifestyle, and financial stability that they desire.


Leading and managing the day-to-day operations for your vision, purpose, and goals can be exciting and terrifying all at the same time. We understand. What it feels like to have a “to-do list” a mile long for marketing, sales, and operation items. Add to that managing your finance and legal issues can be quite overwhelming.


We are here to help you:


  • Keep more of what you make by navigating the tax rules and maximizing your tax-deductible opportunities.
  • Multiplying the money, you keep by investing it into things that will create financial stability for you and your long-term vision.
  • Protect you from the risks of a small business owner, such as liability, overpaying in taxes, business interruption, if you get sick or hurt, and the worst possible scenario, if you prematurely pass away, helping take care of your family as they navigate want to do next.


Many of our clients share the love for what they do, but they don’t always love that they have to do it alone and not have a thinking partner to help them navigate tax legal risk and wealth-building issues.

Our team is here to be a sounding board, a guide, and a thinking partner to help you make the very best financial decisions you can for you and your business goals.

Individuals and Families

If you’ve ever said “I need to get on track and get a plan“ we are here to help.

We understand that managing a family, busy schedules, and navigating life‘s challenges along with a budget can be frustrating and overwhelming sometimes.

We want it all.… Time with our families and great memories, financial stability as we watch our investments and retirement plans grow, and risk management, so we can prepare for them if the unthinkable happens and you were to get sick or hurt and be unable to provide for them.


We can help:


  • Create a goal and priority list to get stuff done
  • Cash flow & debt management
  • Retirement planning, and helping you navigate your retirement at work
  • Helping you get your wills, trusts, healthcare directives, and power of attorney in place
  • Navigating efficient tax plans
  • College funding


We have a 30-year history of helping families build financial plans that work so that they can create the life they want. We are here to inform, empower and equip.


Inform you of your options,

Empower you with a plan customized for your retirement,

Equip you to carry out the plan with the tools, providing guidance along your way.

Pre & Post Retirees

You’ve worked a lifetime to accumulate it…


Have you ever thought “Will it be enough to last"?


Tax, legal, risk, and wealth management issues. Must all be identified in order for your plan to work. Keeping up with inflation and unexpected life expenses are just a few items that must be prepared for in your plan.


Since 1993, our team has been helping individuals and business owners navigate the process of retiring well.


What does that mean?


  • Putting a plan in place that identifies your unique needs at this stage in your life.
  • Preparing for retirement - what do you need, how long will it last, and is there enough to leave behind?
  • Identifying and protecting your sources of income.
  • Identifying and creating a legacy plan for you, and the next generation where we disinherit to the IRS and leave your legacy to the people you choose.
  • Creating and preparing an extended care plan in the event you will need long-term health care and nursing care in or out of your home.


This can be an exciting and scary next step. Our process of getting to know you and your needs now and in the future is the key. With this knowledge will prepare a plan to help you implement and make that plan a reality and adjust it as needed, allowing you to pursue and reach your retirement goals.

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