Professional, Guided Financial Planning
Financial planning and wealth management services from a trusted partner
Developing a sound financial plan for the future can be one of the toughest financial challenges you face. Creating a forward-thinking wealth management plan that addresses planning for retirement, saving for your children’s education, evaluating your investment options, and leaving a legacy can be overwhelming.
You already trust Freedom Federal Credit Union to provide you best-in-class banking products and services, along with exceptional member-service to help meet all of your banking needs. But what if you also need professional, guided financial planning and investment services to help you through some important financial decisions?
Freedom is pleased to offer financial planning and wealth management services through our trusted partner, The Kelly Group. The Kelly Group will provide Freedom members the same level of personalized, dedicated service that you are accustomed to through the Credit Union.
• Investment Management
• Retirement Planning
• Estate and Elder Care Planning
• Insurance Planning
• Education Savings Planning
• Charitable Giving Planning
• Social Security Strategies
• Medicare-Related Decisioning
We know that choosing a financial advisor is a decision you do not take lightly. Let The Kelly Group be your trusted, holistic partner in your journey to financial independence.
To learn more, fill out the request form below, or call us at 800-440-4120.
Financial Planning Request Form
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Freedom Federal Credit Union does not represent either The Kelly Group or the member if the two enter a relationship. Freedom Federal Credit Union and The Kelly Group are not affiliated in any way. Freedom Federal Credit Union is not compensated for referrals to The Kelly Group. Financial planning services, referenced by Freedom Federal Credit Union through The Kelly Group, are subject to a referral agreement. Freedom Federal Credit Union employees receive non-cash compensation, such as meals and/or beverages, from time to time. Due to such compensation, there is a material conflict of interest and incentive for Freedom Federal Credit Union to recommend The Kelly Group. The Kelly Group is a trade name of Kelly Financial Group, LLC. Kelly Financial Group, LLC is a registered investment adviser with the Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. For further information about The Kelly Group and its services, please read its Relationship Summary (“Form CRS”) and Brochure (“ADV”), which are available at www.kellyria.com or on the SEC’s website at www.adviserinfo.sec.gov, or upon request to [email protected]or 800.999.8609. Investments recommended by The Kelly Group are not deposits or any type of obligation of Freedom Federal Credit Union, are not guaranteed by Freedom Federal Credit Union, are not NCUA insured, and involve investment risk including the possible loss of principal.