Skip to main content
menu

Phone: 704.887.4934      Email: info@freitagfinancialgroup.com

  • Home
  • About
    • Our Team
    • Client Relations
    • Our Approach
  • Services
  • Resources
    • Calculator Library
    • Blog
    • Video Library
  • Contact
  • What is Your Financial Freedom?

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Blog

Small Business Owner Retirement: Dealing with an Unexpected Exit

Oct 31, 2021
Categories
Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier...
Read More

Retirement as a Single Woman

Oct 31, 2021
Categories
Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should...
Read More

Pre-Retirement Preparedness: Planning for Your Career Exit

Oct 31, 2021
Categories
Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your...
Read More

Money Management 101: Tips for Your Kids Entering the Workforce

Oct 31, 2021
Categories
Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job...
Read More

The Basics of Keeping a Balanced Investment Portfolio

Oct 31, 2021
Categories
Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Read More

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Oct 31, 2021
Categories
Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial...
Read More

Living the Dream: How to Plan for Your Ideal Retirement

Oct 31, 2021
Categories
Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t...
Read More

Retirement Calculator: Are You On Track to Reach Your Goals?

May 18, 2021
Categories
Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning...
Read More

Passive Income Investments: How to Make Your Money Work for You

May 18, 2021
Categories
Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you...
Read More

The Risk of Reverse Dollar-Cost Averaging for Retirees

May 18, 2021
Categories
Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
Read More

The Pros and Cons of Investing in a 529 Plan for College

May 18, 2021
Categories
College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529...
Read More

Selling Your Home After Retirement: The Benefits of Downsizing

May 18, 2021
Categories
Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Next page Next ›
  • Last page Last »

Need more Information?

Book a Meeting

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Website navigation

  • Home
  • About
    • Our Team
    • Client Relations
    • Our Approach
  • Services
  • Resources
    • Calculator Library
    • Blog
    • Video Library
  • Contact

Company address

15720 Brixham Hill Ave, Suite 300
Charlotte, NC 28277

© 2022 Freitag Financial Group, LLC. All rights reserved.
Check the background of this investment professional on FINRA's BrokerCheck.