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

Organization Tips to Help Take Time off Taxes

Mar 14, 2023
Categories
Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More

Investment Strategy: Where You Are Now vs. Where You're Headed

Mar 14, 2023
Categories
Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More

5 Year-End Tax Planning Opportunities

Mar 14, 2023
Categories
Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More

What does "Wealth" Mean to You?

Mar 14, 2023
Categories
Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More

It's Never Too Late to Save for Retirement

Mar 14, 2023
Categories
Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More

Debt and Retirement: Can You Handle Both?

Mar 14, 2023
Categories
Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More

Personal Finance Mistakes to Avoid

Mar 14, 2023
Categories
Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More

Retirement Plan FAQs

Mar 14, 2023
Categories
Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
Read More

4 Tips for Minimizing Financial Anxiety

Mar 14, 2023
Categories
Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More

Is it Always Better to Purchase a Home?

Mar 14, 2023
Categories
Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read More

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Mar 14, 2023
Categories
Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More

Financial Planning Basics: Creating and Maintaining a Budget

Mar 14, 2023
Categories
Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • 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

© 2023 Freitag Financial Group, LLC. All rights reserved.
Check the background of this investment professional on FINRA's BrokerCheck.