Broker Check

Services

How We Work

We interact with our clients via an online remote approach to wealth management or a more traditional in-person one on one approach.

Whether you are unsure how or starting to build your wealth, consolidating old investment accounts or 401k plans, or getting ready for retirement; everyone deserves a detailed plan, no matter your investing background or sophistication. 

At Freedom Stewardship & Wealth Management, we work to build long-lasting relationships, while developing an individualized detailed process that strives to help bring clients towards the Financial Freedom they desire.

We work with individuals, businesses, churches & non-profits to help navigate an ever-changing financial climate, to help steward resources now and for the next generation by:

  • Creating a values-based investment strategy to help manage your wealth in conjunction with your goals
  • Helping to build cash flow for your current lifestyle and retirement income in the future
  • Creating a wealth management plan that is in harmony with your passions, values and God-given purposes.

Contact us to schedule a free consultation to learn more about our firm and if we may be able to help service your needs.

Investments

Managed Stock & Bond Portfolios

Managed ETF & Mutual Fund Portfolios

529 Plans

Traditional IRA

Roth IRA

SEP / SIMPLE IRA

Business - 401(k) Investing


Financial Planning

Retirement Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Strategic Giving

Wealth Transference

Tax Planning


Insurance

Wealth Transfer

Life Insurance

Long-Term Care

Buy-Sell Agreements

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@freedomswm.com |  (312) 548-0629