Freedom Point Financial Services, Inc.

Freedom Point Financial Services, Inc. Here at Freedom Point Financial, we believe that everyone should be in a better financial position tomorrow than they are today. Investment Management Company.

We can assist you in improving your financial position by identifying and supporting what goals are most important to you. Freedom Point means something different to every individual, family or business. Your Freedom Point may be a secure retirement, making a career change late in life or traveling the world. Whatever your Freedom Point is, Bill is here to help you reach it. Bill specializes in pr

oviding financial advice and guidance to individuals, families and businesses in all stages of their financial lives by providing industry leading guidance in the following financial planning topics:

Foundation and risk management planning:
• Budgeting and cash flow management
• Debt structure, analysis and payment strategies
• Life, long term care and disability insurance planning

Wealth Accumulation:
• Retirement planning and retirement income planning
• Non-profit and teacher retirement plans: 403(b) plans
• Investment Management
• Advanced College Planning Strategies

Small Business Planning
• Small business retirement plans: Simple IRA, SEP IRA, 401(k) plans
• 401(k) Benchmarking
• Group benefit plans and group benefit reviews

Licensed in AZ, AL, CA (0D10871), MA, NV, OH, WA

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Registered products (including variable annuities) are sold only by prospectuses, which can be obtained through your registered representative. Before investing, investors should read and consider carefully the product and any underlying fund prospectuses, which contain more complete information about investment strategies, fees, charges, risk factors and other factors that may apply. As with any investment, investing in variable portfolios involves risk, including possible loss of principal. Past performance is no guarantee of future results.

10/04/2022
I am in Kansas attending Ed Slott’s Master Elite IRA Advisor Group. Ed Slott is the leading expert in the complicated la...
05/12/2022

I am in Kansas attending Ed Slott’s Master Elite IRA Advisor Group. Ed Slott is the leading expert in the complicated laws surrounding IRA’s. I am always trying to find additional information to help my clients.

For the first time in 2-years, Ed Slott’s Group℠, as well as Ed Slott’s Master Elite Advisor Group℠, are together again for a live program in Kansas City, with our largest attendance on record, over 350 advisors!

David and I attended The AssetMark Gold Forum in Orlando, Florida. A group of the top advisors in the country got togeth...
03/04/2022

David and I attended The AssetMark Gold Forum in Orlando, Florida. A group of the top advisors in the country got together to discuss current market conditions and share best practices to care for our clients.

Did you know these 9 facts?
08/21/2020

Did you know these 9 facts?

There are things about Social Security that might surprise you.

Short video on how to set financial goals.
08/15/2020

Short video on how to set financial goals.

Do you know how to set up your financial goals for success? This knight does.

Women face unique challenges that men do not face. Here is a great piece on how women can prepare for retirement.
08/14/2020

Women face unique challenges that men do not face. Here is a great piece on how women can prepare for retirement.

Are women prepared for a 20-year retirement?

Check out this article on 5 Benefits of Working in Retirement.
08/13/2020

Check out this article on 5 Benefits of Working in Retirement.

Here are 5 reason why you may consider working through retirement.

Hit the trails at Apache Wash Trailhead with David!
01/16/2020

Hit the trails at Apache Wash Trailhead with David!

David and I went to the Primavera Auction and Raffle to support Charlie's school. We had a great time and look forward t...
11/09/2019

David and I went to the Primavera Auction and Raffle to support Charlie's school. We had a great time and look forward to next year's auction!

Address

1240 E.
Phoenix, AZ
85014

Telephone

+16022644833

Website

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