Freedom Financial Group - Birmingham, Alabama

Rebecca

Tyler is awesome. This group has their act together. They helped us realize some mistakes we were making with our annuities. With their great minds we were able to retire with a long term care plan.

sandra lyons

Freedom Financial has been our advisors for the past nine years. Their team approach provides assurance that our portfolio is being managed and monitored to meet our financial goals in retirement. We appreciate their individual client approach as well as their charitable volunteer service provided to the community. Tad and Toni continue to grow Freedom Financial Group through exceptional service to their clients.

Gary Taylor

My wife and I have been clients of Freedom Financial for several years, after attending one of their informative seminars. (We came on board just before retirement.)
Tad and Toni have an amazing method of explaining what is needed to build a retirement plan. The plan is structured so financial, as well as non-financial, individuals can easily understand. Having Freedom Financial handle our retirement plan has given us peace of mind, knowing our finances are in competent hands. We are kept up to date on market changes. An advisor meets with us annually to review our plan and make recommendations as needed. Help is always just a phone call away.
The office has a warm and welcoming atmosphere, where each person is made to feel important and respected. We have found everyone in the company to be friendly, professional, knowledgeable and helpful.
Although we have not been able to participate, we are impressed that the office is closed one day a month for staff and clients to participate in community service projects.

John Nelson

Multiple times a week, my husband and I discuss how appreciative we are to Freedom Financial for guiding us to realize the peace of mind we now enjoy in retirement. They spent a lot of time with us, educating us until we understood the personalized plan they put together for us. Among many things, we learned is that retirement planning is way more than simply managing investments.

Their knowledge about Social Security, insurance,
annuities and other investment opportunities has led us to a worry free retirement.

We are so thankful for Tad & Toni & their staff!

J & L Nelson

Jim Watterson

We found Tad and Toni by often listening to their Saturday radio program while traveling. They hit home on many issues that made us think about our future. One day we finally called and made an appointment to see them. Tad asked many thoughtful , provoking questions and offered help only after challenging our goals and aspirations. Five years later we feel much better prepared for retirement with a working road map in hand. We recommend the entire Freedom Financial team to anyone wanting to plan and build a secure retirement game plan. That is all they do. They do it extremely well. And they are there any time we need or want them.

Jim and Suzie Watterson

Lissa Walker

Freedom Financial has been the greatest fit for my husband and me! We have been with them for years and they have completely explained the chapters leading up to retirement in a way that we could understand! Planning for the future, choosing the right place, can be really difficult. Not with Freedom Financial! From the beginning, they listen to your own personal journeys to understand your goals, dreams, and visions for retirement and then build a workable plan that fits your lifestyle and financial resources. My husband and I have felt at peace since we have joined the Freedom Financial Family! We are blessed to have them a phone call away, even during a global pandemic!!! We would highly recommend anyone who has concerns about retirement and planning for the future to check out Freedom Financial!!! Lissa and Gordon Walker

Rickey Jones

Our experience with Sean at Freedom Financial is always very enjoyable. He does an incredible job of explaining every detail. Sean is always very friendly and sincere in our meetings. We always feel confident that he has our best interest at heart. Since our very first experience with Tad and Toni we have realized that they truly care about our financial needs and continue to make wise professional decisions on our behalf. We would like to thank all of the Freedom Financial staff for all of their hard work.
Rickey and Vanice Jones

Geri Elkourie

I took an early retirement in 2009, to care for an aging parent, which included a 401(k) account from my earlier donations. The uncertainties of 2020 led us to wonder how to move forward into retirement with more certainty. One day we heard Tad and Toni on the radio and became more aware we had no "plan" for retirement. We listened to them each Saturday for a couple of months and decided to check them out. Our initial contact at their free Retirement Seminar convinced us they were quite capable of helping us, and the family atmosphere they exhibited gave us a calm we had not felt about our future. Working with Sean, we quickly realized all we "didn't know" about retirement. His knowledge and competence relieved us of the burden we had previously felt. We can now go into our retirement years with more confidence that whatever happens we have a team who cares for us and is looking out for us. It is also a comfort to know they are local people, raising their own families in our community.