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Retirement Strategies

Retirement Planning is not a one size fits all process.

Whether you plan to retire or not, one thing is certain....you’ll need money, and not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Freedom Trail Wealth at Dove Mountain, we help you establish a plan that if followed, will ensure you don't outlive your money.

We have a full suite of services to help you down your financial path including but not limited to:

  • Stocks, Bonds, Fixed Income, ETFs, Mutual Funds, Sector Investing, Structured Products

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  • Wealth Management

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  • Traditional IRAs, Roth IRA, Roth Conversions, & Backdoor Roth IRA Strategies

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  • 401(k), 457(b), and 403(b) Investment Services​

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  • Annuities

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  • Retirement Plan Services for Small Businesses

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  • Life Insurance Retirement Plans (LIRPS)

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Retirement Strategies in Marana, AZ
FINRA BrokerCheck
Freedom Trail Wealth at Dove Mountain
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Freedom Trail Wealth at Dove Mountain

12120 North Dove Mountain Blvd., Suite 182, Marana, AZ 85658

Office: 520-612-7781  |   Email: dkarlsberg@freedomtrailfinancialaz.com

 

 

 

 

 

 

 

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Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Freedom Trail Wealth at Dove Mountain are not affiliated.  Cambridge does not offer tax or legal advice. Freedom Trail Wealth at Dove Mountain is licensed to sell insurance products in the following states: Arizona (AZ), Arkansas (AR), California (CA), Colorado (CO), Florida (FL), Georgia(GA), Michigan (MI), Iowa (IA).

 

Cambridge's  Form CRS (Customer Relationship Summary):  https://url.emailprotection.link/?bOGBnWmJ4qIKs4d_0xKHjBAAePub6Rk8dargarizAD42SabcKhXgWEssLba_GPgZvBusOTKJroIwbynNlz6YBTZL-b1x--uJI-Cc_fSaxPkPUMSbGGzTEmHOLqFqxXexE.  

 

The Arizona Daily Star Readers' Choice 2022 award for Favorite, Best Financial Advisor and 2023 & 2024 awards for Winner, Best Financial Advisor are based on a poll of the newspaper's readers, results released annually in September. This award is not based on investment performance. 

 

Membership to Financial Services Institute's Advisory Circle of Excellence 2022 is determined following a thorough review process that examines a member's engagement and contributions to advancing FSI's mission as well as their commitment to the advancement of the financial services industry as a whole. FSI members earn engagement points for meeting with legislators and regulators, hosting congressional events, and responding to calls to action, among other activities designed to increase and enhance the organization's advocacy efforts.

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