Freedom Financial and Life

I can't say enough positive things about Mitch and his practice. When it comes to extensive knowledge about life insurance and supplemental insurance benefit plans, Mitch is the best option. During my initial meeting he explained the various life insurance policies and supplemental benefit plans that I could obtain. He made sure I was well informed and aware of what decisions we were making as a team. I highly recommend him!
Jan 31st, 2021

Mitch is one of the most intelligent, truly caring and charismatic people you are likely to meet in your entire lifetime. He is a genuine altruist who does not sleep until everyone else's needs are met. He is also a true genius, with 11 aerospace patents to his name. Mitch had a very successful career in aerospace however he was affected by the market ups and downs. Once he learned how to successfully plan his financial future he became so passionate about educating others about these strategies that he decided to make a swift career shift. I am a hard working architect, entrepreneur, investor, jewelry maker and I love making money through various avenues however I do not have the time, patience of knowledge to plan my finances. I previously had a 401K, a trading and savings account like many others, and Mitch helped me understand the benefit of having a diversified portfolio that includes life insurance that is not tied to a single employer and annuities in order to be have a comfortable retirement, keep my money safe from the stock market roulette and avoid handing a huge chunk of my earnings to Uncle SAM and fund management fees. My consultations with him were so efficient and eye opening! He was mindful of my time and got straight to the point, while explaining everything to me in laymen's terms, so I can understand everything. He was very patient in creating a comparison chart for me that explained the pluses and minuses of all the investment strategies such as 401k, annuities, life insurance, Roth IRA as they relate to various benefits: funds available for cutting edge treatments, life-long pension stream, assisted living, passed down inheritance, etc. I highly recommend that you spend an hour with Mitch to learn how to be smarter about your finances and relax knowing that you have planned for YOUR future as well as the future of your kids / grand kids. I am so grateful that invested an hour of my time to plan for the rest of my life, to know that I will not have to worry about social security of how much inheritance my son will get after taxes.
Feb 9th, 2021

Freedom Financial came highly recommended from a family friend and I must say that I have been impressed with Mitch's Financial services provided thus far. Mitch was very responsive, listened and was receptive to our financial situation. He explained all the details clearly and has helped greatly in planning for our financial future with all the uncertainty due to the ongoing pandemic. I intend to continue retaining Mitch's expert services in the future and recommend working with him.
Jan 31st, 2021