top of page

About us

We take a holistic approach to managing your finances. This approach  goes beyond recommending a specific product or strategy. It is about getting an in depth understanding of your goals and dreams, then creating a plan that perfectly matches with your priorities.


In 2011,  a group of professional advisors, with significant industry experience came together to form iFreedom Financial Solutions.  The purpose of starting iFreedom was to offer objective advice and financial solutions to individuals and businesses.  We are an independent financial brokerage with business relationships with major insurance and investment institutions. 


Our advisors work independently but share resources and expertise among the group.  From our humble beginnings of a few advisors,  today we are proud to  have a team of 70 advisors  to serve the needs of our clients.  Our mission is to provide the best solutions for those we serve while continuing to offer an independent platform for our advisors. 

Our Principles

Our clients interest always comes first

The only way to have lasting success and fulfillment is when we truly serve others. If we serve our clients and put them first, our success will inevitably follow.

Our greatest asset is our people

Our most significant advantage over the competition is our people. We strive to know our associates by their dreams and aspirations, not by their identification codes or their production volume. We love our people. 

We strive to get better each day

There is no such thing as "know it all." The more we learn, the more we realize how much more there is to learn. We promote life-long learning and personal development.

We believe in teamwork

Our experience shows that winning with a team is far more rewarding than doing it alone. While we take responsibility for our own destiny, being part of a team inspires us to do more, be more and achieve more. 

Integrity and honesty is the heart of our business

We expect our associates to hold themselves to the highest levels of integrity and honesty both in their professional and personal lives. 

We believe in working hard

We are not afraid of rolling up our sleeves to do whatever it takes to get the job done for those we serve. We don't promote "get-rich-quick" schemes to our associates or clients. 

Attitude Matters

Life is filled with ups and downs. We feel we can enjoy the ups and overcome the downs more effectively by having a positive attitude. We look at the glass half full instead of half empty.

Our Product Partners

bottom of page