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

How to Stop Subconsciously Sabotaging Your Financial Goals

Sep 2, 2023
Categories
Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our...
Read More

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Sep 2, 2023
Categories
Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive...
Read More

Navigating the Post-Cancellation Era of Student Loans

Sep 2, 2023
Categories
Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where...
Read More

5 Amazing Places to Retire Outside of the U.S.

Jul 17, 2023
Categories
Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Jul 17, 2023
Categories
Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your...
Read More

Seven Key Tips for Planning Elder Care

Jul 17, 2023
Categories
Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder...
Read More

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Jul 17, 2023
Categories
Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what...
Read More

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Jul 17, 2023
Categories
Finance
Education
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks...
Read More

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

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • 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.