READY TO WIN
WITH MONEY?

Get a financial plan
designed to help you live well now
and in retirement.

READY TO WIN
WITH MONEY?

Get a financial plan
designed to help you live well now
and in retirement.

Getting a plan is the first step towards your financial freedom. Your ownership and execution of the plan will give you the best odds at success.

 

 
Financial family freedom

The Biggest Mi$take

  • Is not career choice.

  • It’s not too many kids.

  • It’s not too much debt.

    The biggest mi$take is not having a solid financial plan.

 

70% of millionaires have a financial advisor for an average of 10+ years.”

— Investment News 2017

Just 17% of consumers have an advisor. -CNBC 2019

 
 
financial freedom

Want Financial Freedom?

  • Pay For College?

  • Own A Home?

  • Be A Punk Rocker?

  • Win with money–win at life?

Why Should YouWorry?

finance problems

We know life’s unexpected surprises can be scary. We believe everyone should have access to financial tools to plan for the future they want. You’ve worked too hard to leave money matters to chance.

At Freedom Wealth Advisors we have worked with hundreds of people just like you to create a money plan that matches their goals. We coach from the sidelines. You call the plays and score the points. You decide how to win!

Get Your Plan In Place

financial peace
  1. Request a no-cost consultation.

  2. Get a custom financial plan.

  3. Execute your plan to win with money!


YOUR INVESTMENT ADVISOR REPRESENTATIVE AND SUPPORT TEAM

919-995-1311
John Pulleyn ext.3
Shelley Spears. ext. 1
Mitch Curlee ext.2

John Pulleyn CFP®

Mitch Curlee

Shelley Spears

Client Logins:

Please see disclosure statement in the footer.

READY TO WIN
WITH MONEY?

At Freedom Wealth Advisors, we coach you on money matters. We win when you win. We typically get paid 1% per year (divided quarterly) on assets that we manage, which includes trading/transaction costs. 

It’s okay if you don’t have your money act together. It’s all about taking the first step to freedom.

Time to stop spinning plates.

You've got a plan to pay for stuff when it breaks.