MENU OF SERVICES

Look inside to see our House Specialties and top recommendations.

At Freedom Wealth Alliance, our mission is to serve you personalized service and objective advice to help you make important financial decisions.

What services on our menu can we help you with?

EDUCATE

ENGAGE

EMPOWER

Financial Planning:We have developed a methodology for helping clients

plan, problem solve, and think about financial issues and consequences in a unique way, in order to see

more significant results.

Retirement Planning:At retirement, having a predictable, long-term income

source is critical. We have created a strategy, founded in solid planning, that is designed to help generate income

while still allowing for some growth.

Investment Management:We start with an investment strategy designed around your Individual Risk Number (IRN). Our investment management

process is designed to help to deliver consistent results to meet your personal benchmarks while managing risk in both up and down markets.

Life Transition Planning:Life is made up of a series of changes, critical events and options. It is beneficial to have someone to turn to during, or in

preparation of, key events. We walk beside you during divorce, death of a loved one, loss of a job or job change, and college funding options so that you can stay focused on what is most important to you.

Insurance Consulting:

We provide protection for your family by determining the proper amount of coverage needed in the event of long-term medical care, illness, injury, disability, or death. We will also review your existing policies and conduct risk reduction

assessments for you and your family.

· Income Planning

· Estate Planning

· Wealth Transfer Strategies

· Beneficiary Support and Designations

· Gifting Strategies / Foundations

· 401(k) and IRA Rollover Options

· Social Security and Medicare Planning

· Healthcare Costs Planning

· Retirement Lifestyle Goal Setting

· Educational resources, whitepapers and newsletters

· Entertaining and informative workshops

· Dedicated first class service

· Ongoing meetings with your financial advisor

· Regular communication about your accounts

· A team that is ready to answer questions and serve your financial needs

· Complimentary consultations with your family members as well as friends and colleagues

HOUSE SPECIALTY: PLANNING

MAIN COURSES

BONUS ITEMS

ADDITIONAL PLANNING OPTIONS AND SIDES

MENU OF SERVICES

Live Well and Live Free through our full menu of services (that are ready to consume, low in carbs, and high in value!)

Top restaurants offer many gourmet choices, think of your financial service

experience the same way. We recommend our House Specialties accompanied

by our Additional Planning sides, as a starter. Investment Management is our

most popular main course. Finally, enjoy our Bonus items, like a warm

conversation at dinner.

Like a Five-Star restaurant, our team is dedicated to first-class service, focused on your success and happiness.

VISIT OUR WEBSITEGreat resources are always at your fingertips. With

articles, videos, news, market updates and classes

available for you anytime you need them, we’ve built

our website with you in mind.

Visit freedomwealthalliance.com to explore.

DOWNLOAD OUR FREE APPWe’ve built a handy mobile app that allows you to

ask us questions on-the-go and to receive helpful

notifications from our office.

Visit freedomwealthalliance.com/about to download.

© Copyright 2015, Freedom Wealth Alliance.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Freedom Wealth Alliance, a registered investment advisor and separate entity from LPL Financial.

About Freedom Wealth AllianceFreedom Wealth Alliance has over 100 years of combined experience in Retirement Planning, Financial Planning, defensive money management and complex financial strategies. We collaborate to develop tailored strategies with the goal of accumulating, managing, and preserving wealth for families and small businesses.

* As an investment advisor representative of Freedom Wealth Alliance, a Registered Investment Advisor, we are held to a fiduciary standard of care for all advisory clients and are fully committed to putting our clients’ best interest first above our own.

Explore our website freedomwealthalliance.com Connect with us on: linkedin.com facebook.com

Our goal is to offer you a confident approach to Living Well and Living Free, however you define it!

www.freedomwealthalliance.com

675 N. Barker Road | Suite 220 | Brookfield, WI 53045

P: 262.798.7979 | F: 262.798.8950

CA441949 FWA-MENU1115