Freedom 55 Financial

Help to achieve your goals and dreams

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use Freedom 55 Financial's planning process, which is based on the four cornerstones of financial security. It is a process designed to help you:

  • Better understand what financial security means to you by reviewing your current situation and defining goals
  • Identify and discuss any roadblocks to achieving your goals and analyze your situation
  • Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
  • Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs

Products and services for families and businesses

We’ll help you make sure the financial security products you purchase address your specific needs, whatever they may be. Learn more

Looking for a financial security advisor?

Our financial security advisors will help you build a financial security plan that's right for you. Learn more

Looking for a career as a financial security advisor?

Do you have what it takes to be an entrepreneur? Does growing your own business and being in control of your success appeal to you? Learn more