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Are you ahead



48% of young workers feel very positive about their financial future while only 22% of people close to retirement feel the same way. How do you feel? Have you been able to keep your financial promises to yourself and your family?

Why we've torn down the barriers to financial planning.

We feel that the financial services industry is leaving too many people behind by making it difficult to obtain quality, personalized advice. Those who may be early in a career, have debt or very little savings may stand to gain the most from good financial advice, yet these people are systematically shunned by traditional advisors who prefer working with clients who have accumulated significant savings. 


The top two reasons people avoid working with a professional financial planner are fear of high fees and lack of trust. We feel like we've found the solution to eliminate both of those barriers.


Free Financial was founded to change the way financial services companies work and whom they help. By offering a free financial plan, we take away the fear of high fees while we work on building our clients' trust over time. This way we can welcome clients who want help, but aren't being served by traditional financial services companies.



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Where to find us:
22924 Lyons Ave Suite 205
Santa Clarita, CA 91321


Free Financial is a registered investment adviser in the state of California. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services. The Adviser does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results. Find our full disclosure documents at


At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Free Financial. Free Financial does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Free Financial does not necessarily endorse or recommend any commercial product or service described at these websites.

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