Freedom Financial Group

We are here to serve you with all of your financial needs!

Whether you are considering retirement, wondering what to do with your 401(k) plan from previous employment, or have concerns about your investment portfolio, we can develop an individual financial plan to assist you in meeting your financial goals.  Just call us at 434-528-6071 to schedule an appointment.

Securities offered through Investors Capital Corporation, 230 Broadway, Lynnfield, MA 01940-2320.  Telephone 800-949-1422.  Fax 781-593-9464.  Member FINRA/SIPC.  www.finra.org.  Advisory Services offered through Investors Capital Advisory. 

 

         

 

 
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

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