Retirement is meant to be enjoyed.
At Freedom Capital Advisors, we believe the retirement phase of your life is one of the most important. That’s why we created our Four Pillars of Financial Freedom.
Four Pillars of Financial Freedom
Protecting your wealth from market shocks, taxes, and unexpected expenses.
Generating reliable income so you can live comfortably without guessing what comes next.
Building something that goes beyond “just enough” supporting the people and causes you care about.
Preparing your spouse and family so your finances are organized, understood, and one less thing to worry about when the time comes.
We Know How Important Choosing an Advisor is
We’ve been doing this for a long time. We know the ins and outs of retirement and understand the importance in your life. That’s why we’ve made it our goal to provide top-notch service to our retired clients.
If you’re retired the last thing you want to stress about is the wealth you accumulated. That’s why our Goal to provide top-notch service includes protection, growth, and building a legacy you can be proud of.
We’ve also seen this situation many times. New clients come to us after a spouse or family member has passed, with no idea how any of it works or where to start. Our mission is to keep families informed and prepared, so when that day comes, your finances are organized, your plan is clear, and it is one less thing you, or they have to worry about.
This is why Prepare is of the key components to our Four Pillars of Financial Freedom.
What Working With Us Looks Like In Retirement
Retirement should not feel like a second job. When you work with Freedom Capital Advisors, you get a clear plan and a team that stays engaged with you, not just your accounts.
A Clear Income & Growth Plan
We map out where every dollar of your retirement income is coming from and design it to last, with room to adjust as life changes. At the same time, we look for smart growth opportunities so your money keeps working for you, not just sitting still.
Ongoing Check-Ins
We remain in contact monthly and encourage you to call whenever something comes up, a big purchase, market worry, health change, or family event. You are never “bothering us”.
Support For Your Family
When the time comes, your spouse and family know who to call, what the plan is, and where everything is. Our goal is to make the financial side as simple and stress-free as possible.
Ready to Simplify Your Retirement?
Schedule a conversation with Freedom Capital Advisors and walk through your income, investments, and legacy plan step by step. We will show you where you stand, what needs attention, and how to create a retirement you can actually enjoy, not stress over.
Book Your Strategy Session with Ron McCoy
You are also welcome to reach out. I may be on the phone, but you can always leave your name & number and I will get back to you. Text messages are welcomed as well.
It’s Your empire. now protect it.
Your wealth isn’t just a number, it’s your legacy. But without strategy, it’s a target for taxes, fees, and crooks. We’re here to help you by designing a plan that puts your interests first.
“Wealth without strategy is just a target for thieves.”
