Our Services

How We Work

Our firm focuses in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and strive to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that can be critical to your financial well being.

Insurance Strategies

Insurance Strategies

Our insurance services provide clients with comprehensive coverage to protect against unexpected events and risks. We offer a range of insurance products, Medicare supplements, life insurance, and long-term care insurance. Our team of experienced insurance professionals works closely with clients to develop insurance strategies that align with their unique need, circumstances, and budget. With our insurance services, clients can have a plan in place to safeguard their financial future.

Portfolio Management

Portfolio Management

Our portfolio management services provide personalized investment strategies to help clients pursue their financial goals. Our team of experienced professionals use a combination of expertise and technology to manage clients’ portfolios, ensuring they are diversified and well-balanced. We work closely with client to understand their financial objective and risk tolerance, and develop customized strategies tailored to their specific needs. Our portfolio management services also include ongoing monitoring and rebalancing to ensure that clients’ portfolios remain aligned with their goals. 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Retirement Planning

Retirement Planning

Our comprehensive retirement planning services cover all aspects of retirement readiness. We assess your financial situation and develop a personalized plan to ensure a smooth transition into retirement. Whether it be navigating the complexities of Social Security and Medicare, planning for health care cost in retirement, or developing a reliable retirement income stream that supports your desired lifestyle, our team of professionals are here to guide you along the way. 

Financial Planning

Financial Planning

Our financial planning services provide clients with a comprehensive approach to managing their finances and working toward their long-term financial goals. Our team takes a holistic approach to financial planning, taking into account clients’ unique needs and circumstances to develop customized strategies that align with their goals. From retirement planning and investment to estate planning and risk management, we offer a full suite of financial planning services designed to help clients pursue financial confidence.

Estate Planning Strategies

Estate Planning Strategies

Our estate planning strategies can provide clients with guidance and strategies to help them plan for the future and preserve their assets. We work closely with clients and their attorneys to develop customized estate planning strategies that align with their goals. From addressing taxes and ensuring proper asset distribution to providing for loved ones and charitable giving, we offer comprehensive estate planning strategies. With our estate planning service, clients can have confidence that their legacy and assets can be preserved for future generations.

Values Based Investing

Values Based Investing

Our values-based investment portfolios are designed to help clients work toward their financial goals while making a positive impact on the world. We use a rigorous selection process to identify companies that have strong environmental, social, and governance (ESG) practices and align with our clients’ values and beliefs. Our portfolio management team combines expertise and technology to create customized portfolios that are well-balanced and diversified, with a focus on long-term growth and sustainability. With our values-based investment portfolios, clients can invest with confidence, knowing that their investment are making a positive impact on society.


Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.
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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Medicare Supplement - Medigap Plans

Medicare Advantage Plans

Health Insurance

Dental Insurance

Vision Insurance


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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

rfreitas@freitaswmg.com  |  803-393-2441