AJ Freedom Financial

10/14/2026

Learn about websites and apps that help older workers find jobs.

Learn about websites and apps that help older workers find jobs.

10/12/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/09/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.
Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at 866-383-6899.

10/07/2026

📈💙🤎 Apparently great minds don't just think alike... they dress alike, too.
Our office accidentally split into matching teams. Cheryl & Brooke showed up in coordinated shades of navy and cream, while Alex & Madi arrived sporting matching fall-inspired browns and neutrals.
We'd like to say this level of coordination is part of our strategic planning process, but honestly, this one was completely unplanned.
While our wardrobes may have synchronized by accident, our commitment to serving our clients is always by design. Every day, our team works together to help individuals and families pursue their financial goals with confidence.
So whether we're coordinating financial strategies or accidentally coordinating colors, teamwork is what we do best.
📞 Ready to talk about your financial future? We'd love to help.

10/07/2026

You don’t need to panic yet about Social Security, but you should stay informed.

You don’t need to panic yet about Social Security, but you should stay informed.

10/06/2026

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan for a hardship withdrawal.

https://money.usnews.com/money/retirement/401ks/articles/how-to-take-401-k-hardship-withdrawals

10/02/2026

"December can get busy fast. Your financial planning doesn’t have to get squeezed in at the last minute.
Starting your year-end review early gives you time to ask questions, explore your options, and determine which strategies may make sense for your goals. To get started, contact our office today at 866/383/6899

09/30/2026

🏆 Celebrating Excellence at AJ Freedom Financial! 🏆

We are proud to recognize our two advisors who were recently honored at the Gradient Securities conference in Minnesota for their outstanding achievements and dedication to serving clients.

🌟 Joshua Fallenstein received the MVP (Most Versatile Producer) Award, recognizing excellence across multiple areas of financial planning and wealth management. This award reflects Joshua's ability to help clients navigate a wide range of financial situations, from retirement and investment planning to risk management and long-term financial strategies.

🌟 Alex Richey was awarded the First Year Phenom Award, recognizing exceptional success, growth, and impact during her first year here at AJ Freedom Financial.. This award highlights Alex's commitment to learning, building client relationships, and delivering outstanding service from day one.

At Freedom Financial, we believe these awards are about more than individual accomplishments. They represent our team's commitment to helping individuals, families, and business owners pursue their financial goals with confidence.

Thank you to our clients for your trust and support. We are honored to serve our community and look forward to helping even more families plan for a stronger financial future.

📞 Looking for personalized financial guidance? We are accepting new clients. Whether you're approaching retirement, changing jobs, rolling over a 401(k), or simply looking for a second opinion, our team is here to help. Contact Freedom Financial today to schedule a complimentary consultation.

09/28/2026

Is there a financial decision you’ve been meaning to make?
Maybe it’s updating an account, reviewing a strategy, adjusting a savings goal, or finally addressing something that’s been sitting on your to-do list.
Now is a good time to organize those outstanding decisions and determine your next steps. A little clarity today can help you head into the new year with fewer financial question marks.
To get started, give us a call at 866-383-6899.

09/25/2026

Delaying your Social Security check can increase your benefit, but whether that's worthwhile in the long run depends on other factors.

Delaying can increase your benefit, but whether that's worthwhile in the long run depends on other factors.