Our Services

At Freedom Point Financial Services, Inc., we specialize in a scientific-based approach to investing championed by Dimensional Fund Advisors. We understand that wealth management and financial planning for successful individuals and their families require specialized expertise. Our unwavering dedication is to address these complexities and provide tailored solutions that align with your distinct needs and aspirations.

Comprehensive Financial Planning: Our approach extends far beyond investment decisions. Through an extensive process, we delve into the most important aspects of your financial situation to develop a customized plan that considers your current situation, available resources, future goals, legacy, and philanthropic aspirations. Our expertise covers a wide range of areas, including short and long-term goals, risk tolerance, cash flow management, emergency planning, risk management (life and disability insurance), retirement savings and income planning, estate planning, tax planning, college planning, Social Security planning, and philanthropy.

We believe that achieving a fulfilling retirement means more than simply converting your retirement savings into a sustainable income stream. It's about unlocking complete financial freedom and maintaining the high standard of living you've grown accustomed to. With our expertise in retirement income planning, we empower you to embrace retirement with confidence, enabling you to pursue your passions without worry.

Our comprehensive approach addresses critical considerations to optimize your retirement income for your unique needs and aspirations. We work closely with you to determine the optimal income required and a distribution strategy to sustain your desired lifestyle while carefully coordinating various income sources, including Social Security and Medicare benefits, investments, insurance, and more. By developing a tailored withdrawal strategy, we help you strike the perfect balance between enjoying your hard-earned wealth and preserving it for future generations to come.

With our guidance and meticulous planning, you can enter retirement as a time of liberation, free to pursue your dreams, indulge in your passions, and spend quality time with loved ones. Our hope is for you to be able to say goodbye to financial concerns and embrace a future where you have the means to do what you love without worry.

Nationwide Service: While our offices are located in Phoenix and Prescott, Arizona, we proudly serve high-net-worth individuals and families across the country. We understand the unique challenges that come with substantial wealth and offer our expertise to clients nationwide. Contact us today to schedule a complimentary financial consultation and experience the difference that specialized wealth management can make.

A Diverse Range of Trusted Solutions: To assist you in achieving your financial goals, we provide access to an extensive selection of wealth management strategies and services from industry-leading companies. Our offerings include advisory services, high-yield banking, securities-backed lines of credit (SBLOC), brokerage accounts, cash management accounts, trusts, charitable remainder trusts, retirement solutions, unit investment trusts, limited partnerships, managed portfolios, fixed annuities, fixed index annuities, variable annuities, life insurance, disability insurance, health insurance, long-term care insurance, critical illness insurance, and more. We stay on the leading edge of the best optional solutions to fit all of our clients' financial needs and maintain a network of experts in their fields to address other various financial areas of our clients' lives.

Choose Freedom Point Financial Services, Inc. as your trusted partner in wealth management and financial planning. Our expertise and commitment to serving high-net-worth individuals helps ensure that your unique needs and challenges are met with personalized strategies designed to preserve and grow your wealth for generations to come. Experience the power of Dimensional Fund Advisors' scientific-based approach to investing with us and embark on a journey towards enduring financial success.