Retirement Strategies

Retirement Planning is not a one size fits all process.

Whether you plan to retire or not, one thing is certain....you’ll need money, and not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Freedom Trail Financial, we help you establish a plan that if followed, will ensure you don't outlive your money.

We have a full suite of services to help you down your financial path including but not limited to:

  • Lifetime Income Planning (Income Allocation)

  • Traditional IRA

  • Roth IRA

  • 401(k) and 403(b) Investment Planning

  • Defined Benefit Plans

  • Fixed Annuities

  • Fixed Index Annuities

  • Variable Annuities

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