“Free Financial is a 100% independently and locally owned firm. Their primary goal is to help as many people as possible. By offering their planning services for low fees, Free Financial opens the door to clients who have never been in a position to take advantage of the services of a professional financial advisor. They offer several paid services that provide additional value for their clients, including investment management, life insurance sales, and tax preparation services. Before they talk about your finances, they first want to know your values and goals, and from there, they will work to create a financial plan that aligns with what really matters to you. By doing an exceptional job for their clients with a low-cost financial plan, Free Financial knows that many clients will be eager to utilize their other paid services, but they are under no obligation to do so.”
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