It is our mission to educate and inspire the willing with financial truths to enrich their lives and the generations that will follow them. Additionally, our vision is to be the first choice and trusted advisor to the clients we serve. Here are their stories.
Tim & Angie M.
We were tired of feeling like “just a number” with the other companies we had relationships with. After talking with my brother, we set up an appointment with Dan and felt like we hit it off right away. We wanted to make sure the money we had was working best for us with our level of risk in mind and that we could feel comfortable that we were making the right decisions. After meeting with Dan a few times, we love the fact that he educates us and explains how everything is connected. Instead of just a cookie cutter recommendation like we were getting before, Dan would make sure we understood all of our options and that we were comfortable with our decisions. Even though Dan is a Wealth Strategist and we have saved money with some of the changes we have implemented, we feel like our biggest benefits come from peace of mind in our decisions and the relationship we have built rather than financial savings. We think the biggest eye opener for me was that there is a different way to look at wealth and there are more options available to protect it and help it grow than what the cookie cutter companies offer. The 222 plan as an example. We also like the fact that charity is incorporated into the planning with the 10/10/80 program. We would not hesitate to recommend Dan, Teresa, and Ann at Freedom Strategy Group to anyone. We just wish we would’ve met 10 years ago!
Erik & Shelly H.
I was referred to Dan by my direct manager at the company I work at. He, along with several other colleagues, have been very happy with Dan and his communication style, desire to help, and financial strategies. I am 47 years old, and wasn’t getting the attention that I felt I needed at my conventional banking/ financial institution. I strongly recommend Dan and the Freedom Strategy Group, to my friends and colleagues. My wife and I have had more interaction with Dan in the last 8 months than we have had cumulatively the last 25 years with our other “financial consultants”!
Dan is a good man with lots of good ideas to protect your savings and grow them in a protected environment.
I think very highly of Dan and his mission and think you could learn much from each other. Dan is on an incredible journey and I could not think of a better person to connect you too. I am a big fan of his work and I’m delighted to make the introduction.
Lee & Lori H.
Working with Dan over the last year has really been great for us, we’ve learned how to make our money work harder and smarter for us while becoming better educated in some of the pitfalls and shortcomings involved with conventional savings and retirement ideals. We strongly recommend Dan Berckes and Freedom Strategy Group’s unique approach to building and protecting wealth.
Drs. Brian & Cindy O.
Freedom Strategy Group has helped us create a solid foundation of protection in every facet of our lives giving us the confidence to allow our money to work FOR us. Through continued education, accountability, support and guidance – we’ve been given the courage to joyfully live in the present knowing we have structured our financial world to support us through every stage of our lives. It’s more than a “retirement” plan, it’s having the freedom to give/live/enjoy – how we want, when we want – with the confidence that our family is financially protected.
Jim & Angie G.
We have really enjoyed working with Dan and the staff at Freedom Strategy Group. We had worked with 3 other financial institutions whose plans put the security of the company ahead of the individual. Freedom Strategy Group wants to put financial control into the hands of the individual. Dan’s ability to teach banking and investment concepts has been extremely helpful. His approach is refreshing, personal and takes into account all of your life goals not just financial. He has helped us set consistent, manageable and attainable goals for our future while still enjoying life today. He has given us the ability to have control and access to our finances and future. Before meeting Dan our investment and savings plans were unstable, inconsistent and at the mercy of the market. We would recommend Freedom Strategy Group to anyone regardless of income level. His strategies and knowledge can help no matter where you are starting.
Scott & Terry W.
Working with Freedom Strategy Group has made us feel secure in our future and Dan helps us understand the best strategy to make the most of our finances. It’s always a pleasure to see them and would recommend their services to anyone