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Who We Serve



Whether you’re nearing retirement age or in retirement already, we can help you develop a plan designed with a goal to retire with  confidence, maximize your distribution strategy in the most tax-efficient way and help you retire on your own terms. Our firm is especially knowledgeable with distributions from employer retirement plans including government and business. 

Business Owners

Business Owners

You've built a successful business and now is a perfect time to establish an exit strategy. The most tax-efficient exit plan often takes multiple years to execute. Our firm is passionate about helping business owners reap the rewards of all their efforts. We can help you evaluate your options, assess your financial readiness and create a plan to exit your business on your terms. Our Freedom Business Builder program provides a full suite of consulting services to Business Owners, from strategic planning and corporate structure to retirement planning and leadership development.

Women in Transition

Women in transition

Life happens, you're suddenly single and it's all up to you. You need a trusted partner to help you through these times of uncertainty. Our team is passionate about helping educate women to make wise choices for their financial futures. Our founder, Julia Carlson, has a strong commitment to our female clientele.

Schedule a Complimentary Consultation

Contact us today to schedule an appointment!