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.
Why Should YouWorry?
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
Request a no-cost consultation.
Get a custom financial plan.
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.