Freedom Point Financial

Company:	Freedom Point Financial
Contact:	Robert Sandberg
Address:	10808 S River Front Parkway, Suite 375
City:	South Jordan
State:	UT
Zip:	84095
Phone:	801-984-8066
Fax:	--
Email:	rob@freedompoint.net
Website:	www.freedompoint.net

About My Practice

Founded in 2010, Freedom Point Financial was specifically designed to assist deserving individuals in taking charge of their finances. Since its inception the firm has served federal employees, their family members, and friends. There is much to be gained from devoting time to the regular maintenance of personal financial matters.

As a leading financial services firm on the Wasatch Front, we are proud to have partnered with the industry's leading companies to provide competitive products and top-notch service for our clients.

Our goal is simple — to help our clients make smart choices about their money and feel confident about their decisions.

Federal Retirement Impact Workshop

Offering Advice Since

1997

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations: CFP®, ChFEBC^SM
Insurance Licenses: Life, Health, & Disability
Security Licenses: 7, 63, 65
Education: Master's Degree - Financial Planning
Investment Advisor Registration: Osaic Advisory Services, LLC

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Osaic Wealth, Inc.

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