FINANCIAL PLANNING - INVESTMENT MANAGEMENT - MARANA, AZ

Helping Create A Clear Path To Your Financial Future

 

PLANNING FOR RETIREMENT TODAY IS DIFFERENT THAN IT USED TO BE!

Living longer has some serious advantages, but with economic uncertainty, Social Security benefits becoming less dependable, and the near extinction of pension plans - it is essential to take more control of your financial future.

 

We have a full suite of services to help you down your financial path including but not limited to: Lifetime Income Planning, Traditional IRA, Roth IRA, 401k and 403b Investments, and Fixed Annuities.

Retirement

Strategies

Social Security

Exploration

Legacy Planning

Concepts

Investment

Management

Education

Savings Plan

We Offer Personalized Plans to Match Your Needs
About Us

 FREEDOM TRAIL FINANCIAL

At Freedom Trail Financial, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Why Freedom Trail Financial

Because not all financial advisors are created equal.

FIDUCIARY

As an Investment Advisor Representative (IAR), we are required by law to act in a fiduciary capacity when serving all clients. Your interests come first always. It's that simple.

COMPREHENSIVE

Our personalized advice is not limited to investing. We also provide complete personal financial planning to help you and your family make smart overall decisions with your money.

INDEPENDENT

As an independently owned and operated business offering both fee-based and transactional based business, we answer only to you. Because we're not owned by or affiliated with any other entity, we're free to offer advice that's agile, creative and uniquely tailored to your goals.

RESPONSIVE

Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred
method of communication. Whether it's in person, by phone, or by electronic means.

Freedom Trail Financial at Dove Mountain

12120 North Dove Mountain Blvd., Suite 182, Marana, AZ 85658

Office: 520-612-7781  |  Cell: 321-277-2270  |  Email: dkarlsberg@freedomtrailfinancialaz.com

Investment  Advisory Services offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Freedom Trail Financial at Dove Mountain are not affiliated.

 

Freedom Trail Financial at Dove Mountain is licensed to sell insurance products in the following states of: Arizona (AZ), Arkansas (AR), Florida (FL), and Georgia (GA).

 

Check the background of this Investment Professional on FINRA'S BROKER CHECK.

 

 

 

© 2019 Freedom Trail Financial. All Rights Reserved.

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Freedom Trail Financial, Marana, AZ, Investment Advisor, Financial Advisor