FREQUENTLY ASKED QUESTIONS

1.) WHO can benefit from working with Free Market Financial?
Free Market Financial specializes in meeting the needs of clients aged 50 and beyond. We offer financial planning and retirement planning advice, as well as portfolio management and wealth transfer services. So whether you've been investing your own money for years and just want a "second opinion", or are looking for someone to build a complete retirement plan, you can benefit from working with us. Free Market Financial provides a free initial consultation, so please feel free to call or come in and talk with us.

2.) WHAT are important retirement considerations Free Market Financial will help me address?
First, we want to help you discover how you feel about money, and learn what you do (and don't) want it to be used for. Not everyone dreams of sitting on the beach for 20 years! Second, we will help you fully understand the options available for reaching your goals, so you can make good choices. Third, we review all the areas that can sabotage your retirement goals: taxes, risk, inflation, and others.

3.) WHAT services does Free Market Financial provide?
As a registered investment advisor, we provide a complete spectrum of financial services. Our firm is client-centric, meaning planning revolves around meeting your unique goals and needs - or helping you discover them! This can include:

• Review our current financial plan

• Review your current investment portfolio

• Establish retirement savings & investment accounts

• Help you establish a retirement plan and investment goals

• Adjust your plans for life changes like marriage, divorce, or retirement

• Review your legacy/transfer plans for your business or personal assets

• Manage your portfolios of securities (stocks, mutual funds, etc.) and annuities

4.) WHEN is it time to seek an advisor?
A rule of thumb: if you are asking yourself this question, the answer is probably "yes". Major life changes like marriage, divorce, change of careers, or inheritance are common "triggers". Free Market Financial always provides a free initial consultation, so there is no reason not to come in and explore your situation with us.

5.) WHY should I choose Free Market Financial?
Free Market Financial is different. As a registered investment advisor, we are required to act in a fiduciary capacity. This means we must place the needs of client above our own. All recommendations must be to the client's benefit and in the client's best interest. We also believe that helping clients to discover their own investment philosophy (what the money is for and how it is to be used) alleviates most of the stress and worry common to planning for retirement or building a portfolio of assets.

6.) WHERE can I get more information?
Please give us a call and schedule a 15-minute phone consultation, or email us to request more information. Please visit this web site CONTACT US page for our contact information.