Working toward a more confident financial future. Together.

 

Whether you are early in your career, actively contemplating retirement or already retired, to live well you must plan well. The professionals at Freestone Wealth Strategies use their knowledge and experience to craft a customized plan for each and every client; one based on in-depth discussions of your personal and financial objectives. We offer comprehensive financial and retirement planning services, complemented by unbiased advice. Our staff is dedicated to delivering an outstanding client experience as we guide you toward your financial future.

Call us to schedule an introductory appointment. We’ll be glad to help in any way we can.

LIFE WELL PLANNED.