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!
Dan and Kelly S.
We would recommend Freedom Strategy Group to open minded people that want to find a way to be come more financially independent. It’s a little different way of thinking but makes sense once you spend some time with their team. Very professional and really work with you to develop a plan that works best for you. We have been very happy.
Dan is a good man with lots of good ideas to protect your savings and grow them in a protected environment.
Jen and Tim O.
I was introduced to Dan many years ago. He has been the most positive influencer of my future. My husband and I trust Dan, Eric and the team at FSG. You quickly learn how everything is connected and how to put your money to work for you. So many pieces to the puzzle it can be overwhelming. We are grateful and blessed to have this team working with us. Highly recommend!
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
Craig and Brenda N.
We have been working with Dan for about 10 years, and the results are truly miraculous! We own a business and we were in such sad financial shape when we first met. Dan and his team have brought us from lots of debt, to financial freedom. His care and attention at each step of our progress, is beyond what anyone could expect. His encouragement over the years have helped us make what were sometimes very difficult decisions. We’re very thankful for what Dan, Eric and the rest of the team continue to do for us!!
Jill and Jeff M.
Dan, Eric & the entire team at Freedom Strategy Group has been wonderful to work with. They are knowledgeable, kind & passionate about what they do. I highly recommend them to anyone looking to create a successful wealth strategy.
Tyler and Eileen G.
I really appreciate Dan and Eric’s attentiveness to our financial situation, our goals and aspirations. Prior to coming here, I went to talk with a financial advisor, and I received the unhelpful answer of “continue doing what you are doing.” At Freedom Strategy group, they push you to make your goals, keep to a budget, donate to charities, while also making aggressive moves to better your financial future.
Matt and Leah S.
Freedom strategy group helped my wife and I feel confident in our financial decisions. They examined our finaces and life goals. As well as guided and taught us how to achieve them. They helped us to feel confident in making decisions to secure our families well-being. The team is great to work with! I would highly recommend them to anyone.
Dan and Sarah H.
Our family was blessed to be referred to FSG through friends and fellow small business owners. We are very pleased with the commitment to our financial education and well-being. Dan, Eric and team are here for the greatest good and we are proud and grateful to have them guiding us in this area of our life
Theresa and Randy W.
We started working with Dan sometime between babies #2 and #3. Six months after baby #3 was born my husband was laid off from his job (it was 2008 and the beginning of the Great Recession). Without Dan and Eric we would have never shored up our “moat” (life insurance, umbrella liability, will, etc.). Then after they helped (pushed :-)) us to get that all in order, we began to talk life and goals. My husband was able to stay at home with our kids for nine years, start a small rental business, and went back to school to obtain his Masters after finding a new found passion in teaching. None of that would have been possible without Freedom Solutions. All along the way they helped us make financial and investments decisions based on OUR goals rather than focusing on their bottom line. Now Eric and Dan help us keep our goals and strategies aligned. It’s hard to imagine a better duo of financial advisors out there. They will even veer into the life coach lane (but only if you need it, like me :-D).
Mark and Diane D.
For several years we had no idea what retirement would look like financially. Eleven years ago we were introduced to Freedom Strategy Group though Mark’s sister. Dan gave us an understanding on how to use our resources for our benefit rather than for the benefit of banks, insurance companies and other institutions. With Dan and Eric’s assistance, we are heading into retirement confident of maintaining our current lifestyle.
Our only regret is we didn’t meet Dan years earlier!
Sue and Dave H.
Dan and Eric have steered us in the right direction for a more balanced life direction and larger financial safety net plus proper insurance coverage so you don’t outlive your money.