OUR OFFER TO YOU
THE RETIREMENT READY PACKAGE
We invite you to keep the momentum going and take advantage of the Retirement Ready Package.
The first 10 people to purchase will receive a FREE tax analysis review designed to find your hidden wealth opportunities.
Featured In:
WHAT'S INCLUDED IN THE RETIREMENT READY PACKAGE:
PERSONAL RETIREMENT FINANCIAL PLAN
You'll receive a customized retirement plan that includes cash flow analysis, retirement savings and investment guidance, and income planning so you have a confident path to your ideal retirement.
VALUE $3,500
TWO SESSIONS WITH A FIDUCIARY FINANCIAL ADVISOR
We'll work together to understand your values, goals, and current financial picture. Then we'll build you a personalized retirement financial plan that gives you clear guidance on your steps forward.
VALUE $1,000
FINANCIAL PLANNING SOFTWARE
You'll receive access to our modern software so you can see your full financial picture in one place, keep your plan on track, and stay confident about what's ahead.
VALUE $497
RETIREMENT READY PACKAGE BONUS
BONUS: FREE TAX ANALYSIS REVIEW
Let us find your hidden wealth opportunities with a complimentary tax analysis review when you're one of the first 10 people to purchase the package.
VALUE $997
What Others Say About Financial Freedom Wealth Management Group
“You made us feel more confident in our retirement decision. Emotions and second guessing can be exhausting; decisions made feel good.”
- Deborah & Brad
“I have been a FFWMG client for 10 years now. I have appreciated our long-standing relationship. I trust my advisor and know that if something happened to me, he would help my family get the financials sorted”
- Ilka P.
“I am so excited. For the first time, I am feeling confident that I can get us to where we want to be financially.”
- Traci M.
These statements are testimonials by clients of the financial professional as of 10/31/2023. The clients have not been paid or received any other compensation for making these statements. As a result, these clients do not receive any material incentives or benefits for providing the testimonial.
Frequently Asked Questions
How will I meet with my advisor?
We want to meet you in the way that's most comfortable and convenient for you. We offer phone, video, and, if you're local, in-person meetings.
Can my partner join the session?
Yes! In fact, we encourage it. Anyone pertinent to your financial life is welcome to join.
Are you fiduciary Financial Advisors?
Yes, each Financial Advisor on our team is legally and ethically obligated to act in the best interests of our clients.
By choosing a fiduciary financial advisor, you ensure your financial advice is always aligned with your goals and not influenced by hidden commissions or incentives.
You can look us up on FINRA'S Broker Check: https://brokercheck.finra.org/
Are there any percentage fees for this?
This is a flat-rate financial planning service. There are no hidden fees, percentage fees, commissions, or otherwise.
Will I have the ability to contact the Advisor I work with?
Absolutely. You are welcome to email, text, or call our offices if you have any questions or need additional support. Our offices are open Monday through Friday from 9 to 5 PST.
How long have you been in business?
We've been in business for over two decades. We were founded by CEO Julia Carlson in 2001.
What should I bring to a session?
For your first session to be the most beneficial, please have available:
- Financial goals
- Social security information
- Monthly income and expenses
- Most recent financial or investment statements
- Most recent tax returns
- Any other individual who you'd like to join the meeting (spouse, child, etc.)
-Any other pertinent information
READY FOR A CONFIDENT RETIREMENT?
The Retirement Ready Package will give you the insights and clarity you need.
CONTACT US
Financial Wealth Management Group, LLC
1007 SW Bayley St
Newport, OR 97365
Email: [email protected]
Phone: 458.777.4458
© 2025 Financial Freedom Wealth Management Group, LLC
All Rights Reserved | Terms | Privacy
Marketing by RISEABLE
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry expereince, review of compliance records, firm nominations; and quantitative criteria, including; assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbse nor SHOOk Research receives a fee in exchange for rankings.
Barron's to 1200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
This site is not a part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.
OUR OFFER TO YOU
THE RETIREMENT READY PACKAGE
We invite you to keep the momentum going and take advantage of the Retirement Ready Package.
The first 10 people to purchase will receive a FREE tax analysis review designed to find your hidden wealth opportunities.
Featured In:
WHAT'S INCLUDED IN THE RETIREMENT READY PACKAGE:
PERSONAL RETIREMENT FINANCIAL PLAN
You'll receive a customized retirement plan that includes cash flow analysis, retirement savings and investment guidance, and income planning so you have a confident path to your ideal retirement.
VALUE $3,500
TWO SESSIONS WITH A FIDUCIARY FINANCIAL ADVISOR
We'll work together to understand your values, goals, and current financial picture. Then we'll build you a personalized retirement financial plan that gives you clear guidance on your steps forward.
VALUE $1,000
FINANCIAL PLANNING SOFTWARE
You'll receive access to our modern software so you can see your full financial picture in one place, keep your plan on track, and stay confident about what's ahead.
VALUE $497
RETIREMENT READY PACKAGE BONUS
BONUS: FREE TAX ANALYSIS REVIEW
Let us find your hidden wealth opportunities with a complimentary tax analysis review when you're one of the first 10 people to purchase the package.
VALUE $997
WHAT CLIENTS HAVE SAID
“You made us feel more confident in our retirement decision. Emotions and second guessing can be exhausting; decisions made feel good.”
- Deborah & Brad
"I have been a FFWMG client for 10 years now. I have appreciated our long-standing relationship. I trust my advisor and know that if something happened to me, he would help my family get the financials sorted.”
- Ilka P.
“I am so excited. For the first time, I am feeling confident that I can get us to where we want to be financially.”
- Traci M.
These statements are testimonials by clients of the financial professional as of 10/31/2023. The clients have not been paid or received any other compensation for making these statements. As a result, these clients do not receive any material incentives or benefits for providing the testimonial.
Frequently Asked Questions
How will I meet with my advisor?
We want to meet you in the way that's most comfortable and convenient for you. We offer phone, video, and, if you're local, in-person meetings.
Can my adult children join the session?
Yes! In fact, we encourage it. Anyone pertinent to your financial life is welcome to join.
Are you fiduciary Financial Advisors?
Yes, each Financial Advisor on our team is legally and ethically obligated to act in the best interests of our clients.
By choosing a fiduciary financial advisor, you ensure your financial advice is always aligned with your goals and not influenced by hidden commissions or incentives.
You can look us up on FINRA'S Broker Check: https://brokercheck.finra.org/
Are there any percentage fees for this?
This is a flat-rate financial planning service. There are no hidden fees, percentage fees, commissions, or otherwise.
Will I have the ability to contact the Advisor I work with?
Absolutely. You are welcome to email, text, or call our offices if you have any questions or need additional support. Our offices are open Monday through Friday from 9 to 5 PST.
How long have you been in business?
We've been in business for over two decades. We were founded by CEO Julia Carlson in 2001.
What should I bring to a session?
For your first session to be the most beneficial, please have available:
- Financial goals
- Social security information
- Monthly income and expenses
- Most recent financial or investment statements
- Most recent tax returns
- Any other individual who you'd like to join the meeting (spouse, child, etc.)
-Any other pertinent information
READY FOR A CONFIDENT RETIREMENT?
This package will give you the insights and clarity you need!
Have questions or need assistance? Call or text us at 458-777-4458.
CONTACT US
Financial Wealth Management Group
1007 SW Bayley St
Newport, OR 97365 [email protected]
Phone: 458.777.4458
© 2025 Financial Freedom Wealth Management Group, LLC
All Rights Reserved | Terms | Privacy
Marketing by RISEABLE
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including; assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOk Research receives a fee in exchange for rankings.
Barron's to 1200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
This site is not a part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.