Freedom Investment Management Group

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

05/29/2026

👏Join us in welcoming new Chamber Member, Freedom Investment Management Group !

📍Located on 229 Liberty Street in Warren, FIMG's team is committed to clear communication, lifelong relationships, and walking alongside you through every financial decision—from planning to ex*****on.

đź’»To learn more, visit https://freedomwealthcoach.com/ and make sure to give their fakebook page a follow.

Matt Simon and Margo Dowd had a great time volunteering with Junior Achievement at McKean Elementary, helping first grad...
05/28/2026

Matt Simon and Margo Dowd had a great time volunteering with Junior Achievement at McKean Elementary, helping first graders learn about families, neighborhoods, and the businesses that support our communities.

A special thank you to Matt’s daughter, Shae, and her classmates for being such an engaged and enthusiastic group of learners!

We are closed today and will reopen tomorrow at 8:30AM.
05/25/2026

We are closed today and will reopen tomorrow at 8:30AM.

05/24/2026
Thank you to everyone who joined us this past Wednesday, April 22nd, for our “Shed Your Shred” event! We truly appreciat...
04/24/2026

Thank you to everyone who joined us this past Wednesday, April 22nd, for our “Shed Your Shred” event!

We truly appreciate your time, energy, and enthusiasm in making it such a success.

It was great to see so many people come together, take advantage of the opportunity, and support a cleaner, more secure way to dispose of sensitive materials.

Your participation helps make a real difference in our community.

We’re grateful for your support and look forward to seeing you at future events!

Learn more about what we do at freedomwealthcoach.com

We are pleased to announce that Matthew P. Simon, CFP® has joined FIMG as our newest Wealth Advisor.A lifelong Erie resi...
04/16/2026

We are pleased to announce that Matthew P. Simon, CFP® has joined FIMG as our newest Wealth Advisor.

A lifelong Erie resident and a graduate of Gannon University, Matt brings extensive experience in comprehensive financial planning and investment management. His approach is rooted in the belief that financial planning should be approachable and empowering, serving as a steady guide for clients through every season of life.

Matt specializes in retirement planning, tax-efficient investment strategies, and insurance solutions. As a CERTIFIED FINANCIAL PLANNER® professional, he is dedicated to a relationship-driven process built on transparency, education, and fiduciary responsibility.

We are proud to have Matt on our team and look forward to the impact he will make for our clients and the community.

Read Matt’s full bio: https://freedomwealthcoach.com/matthew-p-simon-cfp/

04/15/2026

Your Social Security statement can tell you more than just your projected benefit amount.

In this clip from our webinar, Trevor Garrett shares a key point that many people overlook: Social Security is designed to replace only a portion of your income in retirement, not all of it. For most people, that number is around 40%, which means Social Security should be viewed as one piece of a larger retirement income strategy.

Understanding that big picture can help you make more informed decisions about retirement planning and long-term income needs.

To watch the full replay, visit this link: https://freedomwealthcoach.com/videos/social-security-preparing-for-retirement/

04/08/2026

Spousal benefits are one of the most commonly overlooked parts of Social Security planning.

In this webinar clip, Trevor Garrett breaks down how these benefits work and who may qualify. Even if you have never worked, you may still be eligible for a spousal benefit if you have been married for at least one year and your spouse is already receiving their own retirement benefit. While you can begin as early as age 62, the benefit maxes out at full retirement age, when it can equal up to 50% of the higher-earning spouse’s full retirement age benefit.

To watch the full replay, visit this link: https://freedomwealthcoach.com/videos/social-security-preparing-for-retirement/

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

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