FINANCIAL PLANNING - INVESTMENT MANAGEMENT - PROUDLY SERVING MARANA, ORO VALLEY, TUCSON, AND SOUTHERN ARIZONA
Helping Create A clear path to your financial future
PLANNING FOR RETIREMENT TODAY IS DIFFERENT THAN IT USED TO BE!
Living longer has some serious advantages, but with economic uncertainty, Social Security benefits becoming less dependable, and the near extinction of pension plans - it is essential to take more control of your financial future.
We have a full suite of services to help you down your financial path including but not limited to: Lifetime Income Planning, Traditional IRA, Roth IRA, 401k and 403b Investments, and Fixed Annuities.
We Offer Personalized Plans to Match Your Needs
About Us
FREEDOM TRAIL WEALTH AT
DOVE MOUTNAIN
At Freedom Trail Wealth at Dove Mountain, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Why Freedom Trail Wealth at dove mountain
Because not all financial advisors are created equal. You deserve the personal attention needed to achieve your dreams.
FIDUCIARY
As an Accredited Investment Fiduciary, we are required by law to act in a fiduciary capacity and held to the highest prudent expert standard of care when serving all clients. Your interests come first always. It's that simple.
COMPREHENSIVE
Our personalized advice is not limited to investing. We also provide complete personal financial planning to help you and your family make smart overall decisions with your money.
INDEPENDENT
As an independently owned and operated business offering a full suite of fee-only services, we answer only to you. Because we're not owned by or affiliated with any other entity, we're free to offer advice that's agile, creative and uniquely tailored to your goals.
RESPONSIVE
Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred
method of communication. Whether it's in person, by phone, or by electronic means.
