Our Approach

Just as no two people are alike, no two
Financial strategies are alike that we create.

With a focus on understanding your unique life and goals, our approach is centered around a recurring five-step planning process.

01

Analyze
your financial situation

02

Create
your long-term
financial roadmap

03

Build
your diversified financial portfolio

04

Address
your wealth management risk and concerns

05

Communicate
with you on a regular basis to assess and enhance your financial plan

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), 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