This website and the information contained herein are for informational and educational purposes only. The content is not intended to provide, and should not be relied on for, legal, investment, tax, or insurance advice. You should consult your own professionals before making any financial decisions.
Annuity Disclosures:
Annuities are insurance products issued by insurance companies and are subject to the terms and conditions of their respective contracts. Features, benefits, and costs vary by insurance company and product. Guarantees are subject to the financial strength and claims-paying ability of the issuing insurer. Modern annuities may include optional features such as income riders, inflation protection, and long-term care benefits, which may carry additional fees and conditions. Annuities are not FDIC insured and may not be suitable for all investors. The information presented at our events or on this site does not constitute a recommendation to purchase or sell any product. All decisions should be based on a full review of your personal financial situation, goals, and risk tolerance.
No Product Sales at Event:
This event is strictly educational. No financial products will be offered or sold during the presentation. Attendees may be offered a complimentary strategy session to receive a personal analysis of their current retirement strategy. Acceptance of this offer is voluntary and does not require the purchase of any product or service.
Licensing & Affiliations:
Freedom Financial may provide insurance services through licensed agents and financial advisory services through appropriately registered investment professionals. Not all services may be available in all jurisdictions. Freedom Financial is not affiliated with or endorsed by the Social Security Administration, Internal Revenue Service, or any other government agency.
Nothing on this site or in our seminars should be interpreted as tax or legal advice.
Contact Information:
Freedom Financial
1234 Financial Avenue
Cherry Hill, NJ 08034
Phone: (856) 656-1608
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Disclaimer & Important Information
SmartMoneyPlanner.com is a marketing and educational website owned and operated by Freedom Financial Inc. (“Freedom Financial”). It is used to introduce the SmartMoney™ Planning System and the Coordinated Financial Review (also referred to as your SmartMoney™ Strategy Call).
SmartMoneyPlanner.com acts as an independent marketing partner. When you request a Coordinated Financial Review / SmartMoney™ Strategy Call on this site, your information will be shared with Accurate Advisory so that a licensed professional can contact you, review your situation, and determine whether their services are an appropriate fit.
Investment advisory services are offered exclusively through Accurate Wealth Management LLC, an SEC Registered Investment Adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group Inc. Securities are offered through AAG Capital, Inc., Member FINRA/SIPC. For complete firm documents and regulatory disclosures (including Form CRS and ADV), please refer to Accurate Advisory’s Disclosures page.
Accurate Advisory maintains an internal, multidisciplinary team that includes tax professionals, CPAs, and estate-planning attorneys, working in coordination with licensed financial professionals to deliver integrated planning for clients. Personalized tax, legal, and financial advice is provided only within a direct client relationship after required agreements are in place and the client’s full situation has been reviewed. If you already work with your own CPA, attorney, or other advisers, Accurate Advisory welcomes coordination with them so your overall plan remains aligned.
All content on this website and in related webinars, videos, downloads, emails, and SmartMoney™ Strategy Calls is for general educational and informational purposes only. It does not take into account your specific objectives, financial situation, or needs, and should not be used as the sole basis for any financial decision or considered a specific recommendation to buy, sell, or hold any security, insurance product, or strategy. Nothing on this site is an offer to enter into any advisory, brokerage, or insurance relationship, or to buy or sell any particular product.
All investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results. No strategy can assure success or protect against loss in all market conditions.
Any discussion of annuities or insurance products is general in nature. Annuities are long-term insurance contracts that may include fees, surrender charges, holding periods, and other restrictions. Product availability, features, and benefits vary by carrier and by state and are subject to change. All guarantees and income benefits are subject to the financial strength and claims-paying ability of the issuing insurance company, not Freedom Financial Inc.
Accurate Advisory Group Inc., Accurate Wealth Management LLC, or AAG Capital, Inc., and are not insured by the FDIC or any other government agency.
If testimonials, case studies, or endorsements appear on this site or in related materials, they reflect the personal experiences of specific clients of Accurate Advisory Group and/or Accurate Wealth Management. They may not be representative of the experience of all clients and are not a guarantee of future performance or success. Unless otherwise noted, clients have not been compensated for testimonials and their experiences may not be typical.
Requesting information through this website or participating in a complimentary Coordinated Financial Review / SmartMoney™ Strategy Call does not, by itself, create an advisory, brokerage, or client relationship with Accurate Advisory Group Inc., Accurate Wealth Management LLC, AAG Capital, Inc., or Freedom Financial Inc. A client relationship is established only after all required documentation has been reviewed, accepted, and executed by both you and the applicable licensed entity.
This website is intended for use by residents of the United States only and only in jurisdictions where the firms and their representatives are properly registered or exempt from registration. By submitting your contact information on this site, you agree that Freedom Financial Inc., Accurate Advisory Group Inc., Accurate Wealth Management LLC, AAG Capital, Inc., and their authorized representatives may contact you by phone, email, text, or mail regarding scheduling, educational information, and services they offer. Message and data rates may apply. You may opt out of communications at any time.
SmartMoney™, SmartMoney™ Planning System, SmartMoney™ Strategy Call, and Custom Coordination Blueprint™ are trademarks of Freedom Financial Inc. or its affiliates. Third-party trademarks are the property of their respective owners.
To understand how coordinated tax, legal, and wealth planning could apply to your specific situation, schedule your complimentary Coordinated Financial Review (SmartMoney™ Strategy Call)