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 a fiduciary partner that cares as much about your financial future as you do.

Integrity matters.

“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.

  • Listening for Client Priorities

    Advisory

    Our fiduciary Advisors will understand your financial goals and design a strategy to help you achieve them.

  • Retirement Plan Services

    Retirement

    We work with plan sponsors to design, monitor, and manage retirement plans. We also offer education and support for plan participants.

 

Resources

 
Advisor Insights and Resources

Insights

Timely updates, key topics, and market insights.

Retirement Plan Information

Participant Tools

Informational resources available for retirement plan participants.