What matters to you?
The right solution for you depends on understanding your needs. We listen and collaborate on a plan to create more for what matters most to you.
Freestate is the financial partner that cares as much about your future as you do.
“Listen with curiosity. Speak with honesty. Act with integrity.”
— Roy T. Bennett
Services
We’re here to help individual clients, retirement plan sponsors and participants achieve better financial outcomes through education, careful planning and advanced investment strategies.
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Advisory
Our Advisors will understand your financial goals and design a strategy to help you achieve them.
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Retirement
We work with plan sponsors to design, monitor, and manage retirement plans. We also offer education and support for plan participants.
Resources
Insights
Timely updates, key topics, and market insights.
Participant Tools
Informational resources available for retirement plan participants.