For the last 22 years, Farrell Financial Freedom 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 exist 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 to provide income that is 25%-40% greater than a 401(k).
If you have questions about how the recent tax law changes will impact your retirement plans, or how you can achieve a tax-free retirement, please either email us at [email protected] or click the button below to schedule a free, no-obligation consultation today!
HI, I’M JAMES
Jamie Farrell specializes in life and retirement planning. The strategies James offers include the safest, strongest, and smartest way to store, grow, and access money in a tax-favored way. His work leaves his clients prepared and protected whether they die too soon, live too long, or become sick along the way.
Jamie has lived in the Charlotte area for over 20 years and worked in financial services since 2000. He is married to Luisa and is the father of two adult daughters, Mireia and Amanda and grandfather to Phoebe. Jamie and Luisa are active in their church and community. They feed, clothe and befriend Charlotte’s homeless (www.meetmeatthebridge.com) and each has a “buddy” at a local elementary school, where 99% of the population is below the poverty level.
Regarding retirement income, Jamie asks a couple of questions:
- Do you want a “maybe thing”, or do you want a “sure thing”? Which do you have currently?
- Do you want to always have more dollars than days? Does your current plan guarantee that?