About FX3
We Specialize in Retirement Planning
At FX3, we specialize in life and retirement planning. Our strategies include safe, strong, and smart ways 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).
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FX3 Goals
Our goal is to get you to stop worrying about retirement planning.
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 work to 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.
If you have questions about how to achieve a tax-favored life and retirement plan, 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.
Happy Customers
At FX3, our clients love us because we
work to ensure they 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. 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.
