Freedom Investment Management Group

Freedom Investment Management Group

Financial Services

Erie, PA 130 followers

We deliver insightful financial guidance through personalized service and a local mindset. Based in Erie & Warren, PA

About us

At Freedom Investment Management Group, we deliver thorough financial guidance through personalized service, experience, and a local mindset. We’re dedicated and passionate about helping our clients work towards their goals and aspirations. We hold a firm belief in creating long-lasting, meaningful client relationships. It’s one of the main reasons most of our business comes directly from client referrals. Financial planning is investing with a purpose. We understand that the people and the purpose behind the finances are what truly matter, and our advice will always reflect that.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Erie, PA
Type
Privately Held
Founded
2015

Locations

Employees at Freedom Investment Management Group

Updates

  • Your life is a story of growth, triumphs, and dreams waiting to be told. Just as each chapter unfolds uniquely, your financial journey should reflect your narrative and aspirations. As a financial advisory firm, we’re ready to collaborate and guide you in intentionally shaping your financial story. Together, we'll create a personalized roadmap that aligns with your values and ambitions. Let's use your financial plan as the ink that brings your story to life—every decision shaping a future that resonates with who you are. Whether it's saving for a dream vacation or securing your legacy, we’re here to help you achieve your goals. Your financial journey is a blank page for exploration and transformation. Let's work together to craft a narrative that empowers your ambitions and leads to a purposeful and prosperous future. Reach out today to start writing the next chapter of your financial journey—one that reflects the uniqueness of your life story and paves the way toward a future that is reflective of your dreams. #FinancialJourney #FinancialPlanning #FinancialAdvisor

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  • If you're one of the fortunate individuals with a pension plan, you've got a powerful tool in your retirement planning toolkit. But like any tool, it's most effective when used wisely. That's where we come in as financial advisors. Having a pension can offer a sense of security, but it also brings questions. Should you take a lump sum or monthly payments? How will this income impact your taxes? What happens to your pension if you pass away? Working with a financial advisor can help you navigate these questions and more. We can assist in integrating your pension into a comprehensive retirement strategy that considers all your financial resources and goals. Remember, retirement isn't just about surviving, it's about thriving. With careful planning and knowledgeable guidance, we can help ensure your pension serves you well in your golden years. Reach out to us today for a comprehensive review of your retirement strategy. Let's make the most of your pension and create the retirement you've dreamed of all your life. #RetirementPlanning #Pensions #RetirementIncome

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  • Have you ever wondered why working with a financial advisor could be a game-changer for your financial future? Financial advisors are not just for the wealthy - they're for anyone who wants to take control of their financial health. They can provide valuable guidance on saving, investing, taxes, retirement, and more. But how can you tell if your financial advisor is truly meeting your needs? Here are a few key things to consider: 1️. Communication: Are they easy to reach? Do they explain complex financial terms in a way you understand? 2️. Personalized Advice: Do they take the time to understand your financial goals and tailor their advice to your specific situation? 3️. Transparency: Are they upfront about their fees and potential conflicts of interest? 4️. Progress: Are you seeing positive changes in your financial situation since working with them? Remember, your financial advisor should be a partner in your financial journey. If you're not currently working with an advisor or if you're evaluating your current one, feel free to reach out. Let's discuss how we can help you plan for your financial future. #FinancialAdvisor #FinancialPlanning #WealthAdvisor

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  • Have you ever thought about the legacy you're leaving behind? We're not just talking about memories and life lessons, but also the financial legacy that can impact your loved ones for generations to come. Multi-generational wealth planning, or legacy planning, is all about ensuring that the wealth you’ve accumulated benefits not only you and your children, but also your grandchildren and beyond. It's about creating a strong financial foundation that can withstand the test of time. As your dedicated financial advisors, we can help you navigate this complex process. From estate planning to educating younger generations about financial management, we're here to make your legacy one of lasting prosperity. We offer free consultations to get to know potential clients and their goals, values, and visions for themselves and future generations. So why wait? Let's start building your family's future today. Visit our website or call our office to book your free consultation. Remember, the best time to plan for the future is now! #WealthPlanning #LegacyPlanning #FinancialFuture

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  • Happy Space Exploration Day! Today, we celebrate the spirit of curiosity and innovation that drives us to explore the unknown. We also reflect on humanity's remarkable achievements in space and draw parallels to our own mission: navigating the financial universe for our clients. Just like astronauts explore new frontiers, we explore new investment opportunities and innovative financial strategies as we help clients reach for the stars in achieving their financial goals. Together, let's embark on a journey toward a brighter financial future beyond the limits of what you thought possible! #SpaceExplorationDay #FinancialJourney #FinancialGoals

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  • As summer heats up, so do the opportunities for memorable travel and exciting activities! While you savor the season's adventures, it's essential to keep your financial goals focused. Let's work together to ensure your summer fun stays within budget and aligns with your long-term financial plans. Whether you're planning an international getaway or enjoying local experiences, let's make smart financial choices that enrich your summer without compromising your financial future. #FinancialAdvisor #FinancialPlanning #Budgeting

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  • Financial security and prosperity are not just dreams; they are achievable goals. Whether you're planning for retirement or securing your family's future; our financial advisors possess the knowledge and experience to help you turn those goals into realities. Booking a consultation with us is more than just a meeting; it's a commitment to helping you plan for your financial future. During our initial meeting, we'll delve deep into your unique financial situation, define your financial goals, understand your values, and chart a personalized roadmap to guide your financial journey. Financial planning isn't one-size-fits-all. That's why our consultations are designed for us to get to know you and understand your specific needs and goals. Your financial journey deserves a plan as unique as you are. Visit our website to book a complimentary consultation and learn more about our services. #FinancialConsultation #FinancialGoals #FinancialPlanning

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  • Achieving your financial dreams starts with smart savings and strategic wealth management—like setting sail towards your goals. Whether it's buying a home, retiring comfortably, or traveling the world, knowing your goals gives direction and purpose. Your budget acts as your financial compass, guiding income and expenses. A well-structured budget allows you to track spending, cut costs, and boost savings and investments. An emergency fund is crucial—a lifeboat during financial storms. To stay secure, aim for three to six months' living expenses saved. Investments are like sails on your financial vessel. Diversifying across asset classes helps manage risk and smooth the pattern of returns. Plan for retirement like plotting a course for your golden years, by regularly contributing to retirement accounts like 401(k)s and IRAs for security. Knowledge is key—stay informed, keep learning, and with guidance and determination, sail towards financial success! Let us help you as you set sail on your financial voyage. #FinancialPlanning #WealthManagement #SecureYourFuture

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  • As July is the month that we celebrate our nation's independence, let's draw inspiration from the timeless words of Benjamin Franklin, one of our esteemed Founding Fathers. In reflecting on Franklin's insight that money serves as a tool to secure the freedom to explore what captivates us and adds value to our lives, we are reminded of the profound connection between financial stability and personal fulfillment. This month, let's commemorate our country's history and ponder how financial empowerment can pave the way for a future brimming with purpose and achievement. Join us in embracing the essence of financial freedom, embodying the spirit of Benjamin Franklin's wisdom, and charting a course toward a life rich in meaningful pursuits. #BenjaminFranklinQuotes #FinancialFreedom #FinancialEmpowermen

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  • Navigating your financial journey is not just about weathering the storms of market volatility, it's also about adapting to the changing seasons of life. Market movements and economic landscapes will ebb and flow, but it's the milestones in your personal journey - like retirement, purchasing a home, or sending a child to college - that should truly drive the changes in your financial plan. Reacting impulsively to short-term market fluctuations can lead you astray. Instead, focus on how your life events impact your current and future income or expenditures, and adjust your plan accordingly. Remember, your financial plan is a living document, designed to evolve with you. It's not just about wealth creation, it's about funding your dreams, your milestones, and your legacy. As financial advisors, we're here to guide you through every step of your financial journey, ensuring your plan serves your life's ambitions, rather than the market's whims. Let's stay the course, adapt when life calls for it, and build a future that reflects your goals, not just your portfolio. #Investing #WealthManagement #FinancialPlanning

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