Tad Hill

Registered Financial Consultant | Chartered Retirement Planning Counselor | CEO Of Freedom Financial at Freedom Financial Group

Tad Hill is the CEO of Freedom Financial Group and has extensive experience as a financial consultant, investment advisor, retirement planner, and estate consultant. Tad has held leadership positions at companies like Quest Software and Platinum Technology, and has a background in business and economics from Auburn University.

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Pelham, United States

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Freedom Financial Group

Freedom Financial Group is committed to helping you develop a solid financial plan to help preserve your future retirement. Our five-step Retire with Freedom Process™ takes you on your own personal journey to building a successful retirement strategy: 1. Retirement Picture. We get to know you and your particular circumstances, so you can paint a picture of your ideal retirement — your “Norman Rockwell.” We also uncover any concerns you might have about things standing in your way. 2. Stress Test. We use an assessment tool to help you identify your unique risks and opportunities. We also confirm your top desires and concerns. 3. Customized Blueprint. We use the data we’ve collected to start designing your personalized roadmap. We also discuss your options and address any questions you might have. 4. Construction Begins. Once we agree on the right retirement strategy for you, we finalize any paperwork and start building in the details. 5. Relax and Review. Now it’s time to do what you want to do! Every year, we will sit down with you to review your strategy to make updates or confirm that everything is on track. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1630150- 2/23.


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