Helping You Invest
At Free Financial one of our biggest missions is helping working families achieve financial freedom! While most investment advisors place their entire focus on people who have already accumulated a million dollars or more, we are here to help everyone else. Accumulating enough money to reach your financial goals is well within your grasp, and we want to help you do it.
We provide you with a short lesson on investing and help select the appropriate investments for you.
We monitor your investments on a regular basis so you can focus on your day-to-day life and not worry about the market's ups and downs.
We are a completely independent investment advisor. This means we make investment recommend-ations to our customers based solely on their needs, not based on what the corporate offices want us to offer.
Clients may elect a one-time meeting and pay an hourly fee for the services provided or elect the hands off approach of an ongoing asset management plan with fees deducted quarterly or monthly. If you purchase any insurance prod-ucts we recommend, we may be compensated separately by the insurance company.
Basic Investment Services
Santa Clarita Investment Advisor