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Freedom Trail Wealth at Dove Mountain

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*These links are being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Our media library is a collection of short, informative videos discussing a variety of topics surrounding retirement.

 

We encourage you to watch and learn more about these important topics.

Freedom Trail Financial
My Financial Advisor Isn't a Fiduciary Should I Switch Advisors
02:10
Play Video

My Financial Advisor Isn't a Fiduciary Should I Switch Advisors

When Should I Roll Over an Old 401(k) From a Previous Job?
07:10
Play Video

When Should I Roll Over an Old 401(k) From a Previous Job?

Meet Mark
02:41
Play Video

Meet Mark

Tax-Loss Harvesting
03:24
Play Video

Tax-Loss Harvesting

Tax-Smart Charitable Giving
02:20
Play Video

Tax-Smart Charitable Giving

Can YOU Afford to Retire? | 4% Rule Explained | Safe Withdrawal Rate
09:26
Play Video

Can YOU Afford to Retire? | 4% Rule Explained | Safe Withdrawal Rate

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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