Freedom Financial & Business Planning, LLC

/Freedom Financial & Business Planning, LLC

Financial Planning, Planning to Make Work Optional, Retirement Planning. 

A Personalized Financial Plan

We specialize in customized financial planning with a high level of personal service. Do you want to make sure you are on the right track to a secure financial future?   Invest wisely?   Ensure retirement income you can’t outlive?   Semi-retire?   Manage risk and taxes?  Or maybe you just want peace of mind when comes your financial life.

The Difference

We are proud to be one of only 1% of advisors providing Fee-Only, Hourly, As Needed Advice.  What makes us unique:

  •  Affordable, personalized financial planning
  •  As much or as little advice and education as you need
  •  Independent, unbiased advice in your best interest – no sales pitch, no commissions, no hidden fees
  •  Service with the highest standards of fiduciary responsibility from knowledgeable CFP®, and Registered Investment Advisor

Learn more about how we can help you.

Financial Planning and Coaching for Individuals and Couples

Business Owner Needs

Challenging Life Events

Making Work Optional

ABOUT Maria Erickson, MBA, CFP® – Founder

maria_erickson_small

Freedom Financial & Business Planning, LLC  was founded by Maria Erickson, MBA, CFP®.  After 20 years consulting in the financial services industry on the financial needs of couples and individuals as well as helping business owners with business management and planning issues, she recognized the need in the community for independent, objective advice on financial issues.  Advice uniquely delivered on an as-needed basis with a high level of personal service and attention….with absolutely no “product pushing” or hidden or surprise fees.

 

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Categories: Finance & Insurance

111 2nd Ave
St. Petersburg, FL 33703 

Website

727-527-0565 (Main)

SWIM Discount: Free 15 Min Phone Consultation


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