Business Financial Advisory Service

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Secure Your Enterprise's Future

As a business owner in San Antonio, Texas, your responsibilities extend beyond day-to-day operations. You’re tasked with ensuring the long-term success, stability, and growth of your enterprise. At Freedom Wealth, we understand the unique challenges and opportunities that San Antonio businesses face, and we’re here to help you navigate them with confidence.

Business Owner Protection & Growth

Our Comprehensive Services:

» Strategic Business Model Development

In the dynamic San Antonio market, having a robust business model is essential for sustained growth and competitiveness. Our team collaborates with you to develop tailored strategies that align with your business goals and leverage San Antonio’s economic landscape to your advantage.

» Employer-Sponsored Plans & 401(k) Solutions

Attracting and retaining top talent is crucial for business success. Our customized retirement plans and 401(k) solutions not only provide valuable benefits to your employees but also offer tax advantages for your San Antonio-based business, helping you remain competitive in the local market.

» Business Succession Planning

Planning for the future is integral to the longevity of your San Antonio business. Our experts assist you in developing comprehensive succession plans to ensure a smooth transition of ownership and leadership, safeguarding the continuity of your enterprise for generations to come.

» Key Person Protection Strategies

Key individuals play a pivotal role in the success of your San Antonio business. Our protection strategies mitigate the financial impact of losing key personnel, providing stability and continuity during periods of transition or unforeseen events.

» Comprehensive Insurance Solutions

From property and liability insurance to business interruption coverage, we offer a range of tailored insurance solutions to safeguard your San Antonio business against various risks. With our comprehensive coverage, you can protect your assets and ensure business continuity in the face of adversity.

» Employee Benefits Programs

Your employees are your most valuable asset. Our customizable employee benefits programs not only attract and retain top talent in the competitive San Antonio market but also enhance employee satisfaction and loyalty, driving overall business success.

Take the Next Step Towards Business Success:

Partner with Freedom Wealth to safeguard and grow your San Antonio business. With our expertise and personalized approach, we empower you to navigate the complexities of business ownership with confidence and achieve your long-term goals.

Contact us today to secure the future prosperity of your San Antonio enterprise.

We Are Specialist At

Comprehensive Wealth Management

Retirement Goal Setting

Retirement Income

Social Security & Medicare


Retirement account consolidation

Custom Investing Strategies

Risk Tolerance

Portfolio Reviews

Managed Accounts

Stock, Bonds, Mutual Funds, ETF’s 

Private Equity

Tax Liabilities

Review of cost basis

Retirement Accounts

Contribution/Distribution Strategies

Investment mix

Life Insurance/Annuities

Long-Term Care Insurance

Disability Insurance


Emergency Funds

Personal Liability

Debt Management

TSP Transition assistance

Financial Education 


Savings Plans

Retirement Plans

Pension Review

Business Model Strategy

Employer-Sponsored Plans & 401(k) 

Business Succession

Key Person Protection

Employee Benefits

Charitable Giving & Trusts

Beneficiary Reviews

Donor Advised Funds

Professional Relationship Management

Generational Wealth

Expense Estimation

529 Plans

Coverdell Plans

Client Success Stories: Hear What Our Customers Have to Say!

Contact Our Wealth Management Team Today!

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