Freedom Investment Management Group

Website

Freedom Investment Management Group Freedom Investment Management is an independent wealth management firm serving the Erie and Warren county areas.

At Freedom Investment Management Group we help clients organize and simplify their financial lives. We act as your independent wealth coach and personal "CFO". Our definition of wealth management goes far beyond money. In our opinion "true wealth" is achieved through the balance of family, faith, work, pleasure and financial goals. We will work with those we serve to understand all of these areas in their lives. We will then design, implement and manage a professionally inspired financial strategy tying all these things together. Lastly, we are INDEPENDENT, we are not owned or beholden to a bank or insurance company so our clients can rest assured that we are objective and independent in the advice and services we provide. Securities offered through LPL Financial, member FINRA/SIPC www.finra.org www.sipc.org. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Freedom Investment Management Group and Gladstone Institutional Advisory are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, CT, FL, MA, MD, NC, NY, OH, PA, SC, VA, and WI

Should you choose Original Medicare with Medigap or a Medicare Advantage plan? The answer depends on how each option fit...
10/13/2026

Should you choose Original Medicare with Medigap or a Medicare Advantage plan? The answer depends on how each option fits your health care needs, budget, and preferred access to providers. Our upcoming FIMG at Four webinar will explain the key differences in clear, practical terms.

In this webinar, we will cover:
- When and how to enroll in Medicare
- How Medigap and Medicare Advantage compare
- What working past age 65 may change

Join Craig January of John Hancock Investments on Tuesday, Oct 27, 2026, at 4:00 PM.

Save your spot: https://lp.constantcontactpages.com/sl/3XXlAz3

10/12/2026

If you missed our Nursing Home & Medicaid Bootcamp, hereโ€™s a quick clip from attorneys Jerome Wegley and Kathryn Penick explaining Medicaidโ€™s five-year lookback period.

Watch the full replay: https://staging5.freedomwealthcoach.com/videos/nursing-home-medicaid-bootcamp-long-term-care-planning-webinar-replay-fimg/

๐˜‘๐˜ฆ๐˜ณ๐˜ฐ๐˜ฎ๐˜ฆ ๐˜ž๐˜ฆ๐˜จ๐˜ญ๐˜ฆ๐˜บ, ๐˜’๐˜ข๐˜ต๐˜ฉ๐˜ณ๐˜บ๐˜ฏ ๐˜—๐˜ฆ๐˜ฏ๐˜ช๐˜ค๐˜ฌ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜’๐˜ฏ๐˜ฐ๐˜น ๐˜”๐˜ค๐˜“๐˜ข๐˜ถ๐˜จ๐˜ฉ๐˜ญ๐˜ช๐˜ฏ ๐˜Ž๐˜ฐ๐˜ณ๐˜ฏ๐˜ข๐˜ญ๐˜ญ & ๐˜š๐˜ฆ๐˜ฏ๐˜ฏ๐˜ฆ๐˜ต๐˜ต, ๐˜—.๐˜Š. ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข๐˜ง๐˜ง๐˜ช๐˜ญ๐˜ช๐˜ข๐˜ต๐˜ฆ๐˜ฅ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ฐ๐˜ณ ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฐ๐˜ณ๐˜ด๐˜ฆ๐˜ฅ ๐˜ฃ๐˜บ ๐˜“๐˜—๐˜“ ๐˜๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ข๐˜ฏ๐˜ฅ ๐˜๐˜ณ๐˜ฆ๐˜ฆ๐˜ฅ๐˜ฐ๐˜ฎ ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜”๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜Ž๐˜ณ๐˜ฐ๐˜ถ๐˜ฑ.
undefined

10/06/2026

Medicare can be difficult to understand when you are sorting through enrollment dates, coverage options, and potential costs.

Join us for FIMG at Four: ๐—จ๐—ป๐—ฑ๐—ฒ๐—ฟ๐˜€๐˜๐—ฎ๐—ป๐—ฑ๐—ถ๐—ป๐—ด ๐— ๐—ฒ๐—ฑ๐—ถ๐—ฐ๐—ฎ๐—ฟ๐—ฒ ๐˜„๐—ถ๐˜๐—ต ๐—–๐—ฟ๐—ฎ๐—ถ๐—ด ๐—๐—ฎ๐—ป๐˜‚๐—ฎ๐—ฟ๐˜† ๐—ผ๐—ณ ๐—๐—ผ๐—ต๐—ป ๐—›๐—ฎ๐—ป๐—ฐ๐—ผ๐—ฐ๐—ธ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜๐˜€.

This educational webinar will explain the parts of Medicare, how Medigap and Medicare Advantage differ, and what to consider if you plan to work past age 65.

Join us Tuesday, Oct 27, 2026, at 4:00 PM.

Register here: https://lp.constantcontactpages.com/sl/3XXlAz3

Freedom Investment Management is an independent wealth management firm serving the Erie and Warren county areas.

10/05/2026

If you missed our Nursing Home & Medicaid Bootcamp, hereโ€™s a quick clip from attorneys Jerome Wegley and Kathryn Penick on coordinating your estate plan and financial assets.

Watch the full replay: https://staging5.freedomwealthcoach.com/videos/nursing-home-medicaid-bootcamp-long-term-care-planning-webinar-replay-fimg/

๐˜‘๐˜ฆ๐˜ณ๐˜ฐ๐˜ฎ๐˜ฆ ๐˜ž๐˜ฆ๐˜จ๐˜ญ๐˜ฆ๐˜บ, ๐˜’๐˜ข๐˜ต๐˜ฉ๐˜ณ๐˜บ๐˜ฏ ๐˜—๐˜ฆ๐˜ฏ๐˜ช๐˜ค๐˜ฌ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜’๐˜ฏ๐˜ฐ๐˜น ๐˜”๐˜ค๐˜“๐˜ข๐˜ถ๐˜จ๐˜ฉ๐˜ญ๐˜ช๐˜ฏ ๐˜Ž๐˜ฐ๐˜ณ๐˜ฏ๐˜ข๐˜ญ๐˜ญ & ๐˜š๐˜ฆ๐˜ฏ๐˜ฏ๐˜ฆ๐˜ต๐˜ต, ๐˜—.๐˜Š. ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข๐˜ง๐˜ง๐˜ช๐˜ญ๐˜ช๐˜ข๐˜ต๐˜ฆ๐˜ฅ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ฐ๐˜ณ ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฐ๐˜ณ๐˜ด๐˜ฆ๐˜ฅ ๐˜ฃ๐˜บ ๐˜“๐˜—๐˜“ ๐˜๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ข๐˜ฏ๐˜ฅ ๐˜๐˜ณ๐˜ฆ๐˜ฆ๐˜ฅ๐˜ฐ๐˜ฎ ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜”๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜Ž๐˜ณ๐˜ฐ๐˜ถ๐˜ฑ.

10/01/2026

Weโ€™re excited to share a recent interview with the Warren County Chamber of Business & Industry featuring Margo Dowd, CFPยฎ and Matthew Simon, CFPยฎ!

In the interview, Margo and Matt provide an overview of who we are, the services we offer, and how we help individuals and families work toward their financial goals.

Weโ€™re grateful to the Warren County Chamber of Business & Industry for the opportunity to share more about our business and the work weโ€™re passionate about doing for our clients and our community.

๐ŸŽฅ Take a few minutes to hear directly from Margo and Matt and learn more about what we offer!

Thank you to WCCBI for helping showcase the businesses and professionals who make our local community such a great place to live and work.

09/28/2026

If you missed our Nursing Home & Medicaid Bootcamp, hereโ€™s a quick clip from attorneys Jerome Wegley and Kathryn Penick explaining Pennsylvaniaโ€™s filial support law.

Watch the full replay: https://staging5.freedomwealthcoach.com/videos/nursing-home-medicaid-bootcamp-long-term-care-planning-webinar-replay-fimg/

๐˜‘๐˜ฆ๐˜ณ๐˜ฐ๐˜ฎ๐˜ฆ ๐˜ž๐˜ฆ๐˜จ๐˜ญ๐˜ฆ๐˜บ, ๐˜’๐˜ข๐˜ต๐˜ฉ๐˜ณ๐˜บ๐˜ฏ ๐˜—๐˜ฆ๐˜ฏ๐˜ช๐˜ค๐˜ฌ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜’๐˜ฏ๐˜ฐ๐˜น ๐˜”๐˜ค๐˜“๐˜ข๐˜ถ๐˜จ๐˜ฉ๐˜ญ๐˜ช๐˜ฏ ๐˜Ž๐˜ฐ๐˜ณ๐˜ฏ๐˜ข๐˜ญ๐˜ญ & ๐˜š๐˜ฆ๐˜ฏ๐˜ฏ๐˜ฆ๐˜ต๐˜ต, ๐˜—.๐˜Š. ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข๐˜ง๐˜ง๐˜ช๐˜ญ๐˜ช๐˜ข๐˜ต๐˜ฆ๐˜ฅ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ฐ๐˜ณ ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฐ๐˜ณ๐˜ด๐˜ฆ๐˜ฅ ๐˜ฃ๐˜บ ๐˜“๐˜—๐˜“ ๐˜๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ข๐˜ฏ๐˜ฅ ๐˜๐˜ณ๐˜ฆ๐˜ฆ๐˜ฅ๐˜ฐ๐˜ฎ ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜”๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜Ž๐˜ณ๐˜ฐ๐˜ถ๐˜ฑ.

09/17/2026

If you missed our recent webinar, here is another key takeaway: headlines and market disruptions may create uncertainty, but history shows the value of maintaining a long-term perspective.

Watch this short clip, then catch the full Midterm Mayhem... But Itโ€™s Still All About the Economy replay: https://freedomwealthcoach.com/videos/midterm-mayhem-but-its-still-about-the-economy-webinar-08-25-26-fimg/

Interested in our next topic? Register for Nursing Home and Medicaid Bootcamp: https://lp.constantcontactpages.com/sl/2aN2ecS

Registration is still open for FIMG at Four: Nursing Home & Medicaid Bootcamp on Tuesday, September 22, from 4:00โ€“4:45 P...
09/15/2026

Registration is still open for FIMG at Four: Nursing Home & Medicaid Bootcamp on Tuesday, September 22, from 4:00โ€“4:45 PM.

Join attorneys Jerome Wegley and Kathryn Penick from Knox Law for a clear, educational discussion about Medicaid eligibility, the five-year lookback period, estate recovery, trusts, annuities, and planning before or during a care crisis. Understanding these rules now may help you and your family feel better prepared for future care decisions.

Register here: https://lp.constantcontactpages.com/sl/2aN2ecS

09/15/2026

If you missed our recent Midterm Mayhem... But Itโ€™s Still All About the Economy webinar, this clip offers an important reminder: despite decades of uncertainty and market-moving events, staying invested for the long term has historically mattered more than trying to time every market change.

Watch the full webinar replay: https://freedomwealthcoach.com/videos/midterm-mayhem-but-its-still-about-the-economy-webinar-08-25-26-fimg/

Register for our upcoming Nursing Home and Medicaid Bootcamp: https://lp.constantcontactpages.com/sl/2aN2ecS

Planning for skilled nursing care can feel overwhelming, especially when questions about Medicaid eligibility, personal ...
09/08/2026

Planning for skilled nursing care can feel overwhelming, especially when questions about Medicaid eligibility, personal assets, and family responsibilities arise.

Join us for FIMG at Four: Nursing Home & Medicaid Bootcamp with elder law attorneys Jerome Wegley and Kathryn Penick of Knox McLaughlin Gornall & Sennett, P.C.

This educational webinar will explain key Pennsylvania Medicaid rules, common planning options, and why preparing before a care crisis can give families greater clarity.

Join us Tuesday, September 22, from 4:00โ€“4:45 PM.

Register here: https://lp.constantcontactpages.com/sl/2aN2ecS

Address

Erie, PA

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Alerts

Be the first to know and let us send you an email when Freedom Investment Management Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share