So, What’s in This for You?
A retirement plan uniquely designed for you. A retirement plan you understand. A retirement plan that works.
Financial Security. Peace of Mind.
At Freedom Financial Group it really is just two words –
Protect & Grow.
Every insight we offer is based solely to help you protect and grow your hard earned dollars.
Retirement Income Planning
While it seems hard enough just to figure out how much money you need to budget for each month, it’s about to get a lot more complicated! After adjusting for taxes and inflation, navigating a volatile stock market, integrating Social Security or pensions with the rest of your assets… Are you confident that you won’t run out of money before you run out of time?
Social Security Maximization
Your Social Security retirement benefit represents a lifetime’s worth of savings and hard work. Although many Americans are familiar with the basics of Social Security, there are a number of complexities that can be daunting, and difficult to navigate on your own. We will help you get the most you can out of Social Security, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for!
Long-Term Care Solutions
As baby boomers get closer to retirement, one of the biggest concerns may not be outliving their savings, but outliving good health. The costs associated with home health care or assisted living centers are getting greater every year! Does your retirement income strategy account for these sorts of potential expenses? Would you be prepared for twice that number as a married couple?
Estate and Legacy Planning
Thorough estate planning is a crucial component to any comprehensive financial plan. This process ensures the most efficient means of protecting and passing along your legacy when the time comes. Whether it be to a loved family member, or to a charitable organization close to your heart, we want to make sure the goals you have for those hard earned assets are executed properly.
Employee and Group Benefits
The 401(k), 403(b), 401(a) and similar Defined Contribution plans have become the foundation of private retirement planning for most working Americans. Our dedicated focus and depth of expertise in the corporate retirement plan field can help you design, select, and manage your plan, while simultaneously helping to ensure that you and your workforce are able to fully understand and participate in this very important opportunity.
Our business is people and their financial well-being.
Our clients always come first.
For over a decade, we have been helping families in central Iowa protect their money from volatile and risky investments. We work to create tailored income strategies for people in or nearing retirement so they can have confidence that their retirement savings will last as long as they do! As independent financial planners, we represent you. We have access to tools and resources from every corner of the industry. This freedom allows us to tailor a unique plan to meet your specific individual goals. In addition, we have strategic partnerships with estate planning attorneys and certified public accounts to provide you with a team of support and ensure that all of your planning needs are met.
Angie Shibe has over a decade of experience helping people protect themselves financially from the many uncertainties in life. She is passionate about doing what is right by her clients and prides herself on the values of integrity, honesty, and respect. Dean Vaughn is Angie’s father, mentor, business partner, and friend. Dean is a Certified Federal Retirement Benefits Specialist. He has been a guest speaker on a national stage, and is well-respected among his colleagues and clients as a person of integrity, dedication and loyalty for more than three decades.
I'm so thankful for the opportunity to work with Angie and her father, Dean. My husband and I had no idea how much investment risk we were taking with our portfolio. Now we have a plan that will guarantee us the retirement we were hoping for!
Kim and Dan J.
Our experience with Angie and Dean was unlike any we've had with other financial advisors. They made us feel right at home the moment we walked in the door. Everything felt right throughout the entire process and we would recommend them to anyone preparing for retirement.
Cathy and Mark W.
Angie and Dean have a team of professionals working for you who will always be there if you need them! We don't have to worry about lifetime income, preserving our assets, our wills or funeral arrangements thanks to the wonderful partners we have at FFG!
Terry and Peggy D.
“Provide greater financial security and peace of mind for our clients and their families by assisting them with time tested, common sense approaches to wealth management, wealth preservation and wealth transfer.”