If there were a way for your retirement savings to achieve market-like growth with no market-like risk, plus tax-favored access and income, you would want to know about it, wouldn’t you?

100 dollar bill graph to demonstrate what retirement planning can do for you
Jamie Farrell - Retirement Planning Professional

About FX3

We Specialize in Retirement Planning

At FX3, we specialize in life and retirement planning. Our strategies include the safest, strongest, and smartest way to store, grow, and access money in a tax-favored way. We leave our clients prepared and protected whether they die too soon, live too long, or become sick.

Jamie has lived in the greater Charlotte area for over 25 years and has worked in the financial services industry since 1999. He is married to Luisa, father to Mireia and Amanda, and grandfather to Phoebe and Luke. Jamie and Luisa take their Biblical faith to uptown Charlotte to befriend their homeless neighbors with hot meals, clothing, and personal attention, as well as with the Gospel message of hope via the love of God in Christ (www.meetmeatthebridge.com). Jamie also has a “reading buddy” at a local elementary school where 100% of the community is below the poverty level.

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FX3 Goals

Our goal is to get you to stop worrying about retirement planning.

At Fx3, we design tax-favored life and retirement plans with lower fees than mutual funds, returns as good as the S&P 500, and income 25% – 40% greater than your 401(k) or IRA. Our goal is to get you to stop worrying about life and retirement.

For over 25 years, Farrell Financial Freedom (FX3) has been helping people like you from all over the United States exceed their retirement dreams and maximize their desired inheritance transfer. We believe that when it comes to true financial freedom, protecting our client’s wealth is just as important as growing it.

You’ve worked & saved your entire life to enjoy your golden years and leave a legacy. We ensure that the least possible amount of your wealth is vulnerable to tax law changes, volatile markets, and government estate recovery while growing your nest egg to provide income 25%-40% greater than a 401(k).

If you have questions about how to achieve a tax-favored life and retirement plan, why not  email us at [email protected] or click the button below to schedule a free, no-obligation consultation today!

Get a Solid Financial Plan

At FX3, you get the same solid foundation for your life and retirement plan as 100% of the US Congress, House of Representatives and Senate, and 85% of all Fortune 500 CEOs.

Market-like Growth, With No Market-like Risk

If there were a way to achieve market-like growth, with no market-like risk, you’d
want to know about it, wouldn’t you?

Happy Customers

At FX3, our clients love us more than they could ever love our competitors because we
guarantee our clients will never end up with “more days than dollars.”

Local Business Owners

To recruit and retain the right talent for your business can be challenging. Fx3’s proprietary “Protection Plan” gets you and your employees a real, tax-favored life and retirement plan. Compared to the traditional 401(k), it’s better for you and your employees. It’s better for everyone (except Uncle Sam). Fx3’s Financial Strategies for a Successful Retirement (FSSR) course, offered on-site at the workplace, is one more “perk at work” you can offer your employees to bring value and help your employees avoid the costly errors of misinformation about their life and retirement plan.

Pastores de iglesias locales

Pastor, según el banco central de los EEUU, más de la mitad de los estadounidenses no tiene ni $400 en caso de una urgencia. Colaborando con Fx3, usted puede beneficiarse de un plan financiero sólido para sí mismo y su familia, para los empleados de la iglesia, y para la congregación. Fx3 ofrece el cursillo “Estrategias Financieras para una Jubilación con Éxito”. Parte de su papel pastoral es facilitarles a los miembros de su congregación estas estrategias. 

Child Asset Builder

“Leaving your legacy for generations.” Our CAB strategy shows you how to leverage the power of compound interest and give your child or grandchild an advantage and a headstart in life. Does that help? According to the Federal Reserve, “over one half of Americans could not come up with $400 in an emergency.” Compound interest + Time + Tax free distributions = the Child Asset Builder, CAB.

"Retirement is not the end of the road; it is the beginning of the open highway."

Location

19109 W. Catawba Ave, Suite 200
Cornelius, NC 28031
Open: By appointment only

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