Freedom is in your future.
Achieving financial freedom is about building. Building the confidence and power to make your money work for you. Building a solid plan to help you chart a successful, sustainable future course.
The time to build wealth, and continue to build throughout your journey, is here.
Let’s do it.
Everyone needs a plan to build wealth.
No matter what your income or your age is.
How do you know if you're putting enough away?
Use our Freedom Retirement Calculator to see how much you should save to meet your goal to build wealth.
Retirement Freedom Calculator
You are participating in your company's 401(k)/403(b) match program.
The IRS sets the contribution limits for these types of retirement accounts. The maximum contribution limit for 2020 is $19,500. Be sure to max this out every year first.
You are meeting with a financial advisor at least once a year.
Remember, you don’t have to go it alone on your journey. It’s important to meet with a trusted financial advisor regularly to help you adjust course as needed and keep you on track. If you don’t have an advisor or simply want a second opinion, we can help through a no-cost, no-obligation consultation with one of our wealth experts.
You are investing 15% of your household income.
A standard rule of thumb to building wealth is to invest a minimum of 15% of your household income. This 15% includes options like an IRA, Roth IRA, mutual funds, 401(k), 403(b) and more, but should not include any employer matched contributions.