About Us
Welcome to Freil Financial, headquartered in North Carolina, a financial and investment company dedicated to helping individuals and families secure their financial futures.
Contact us to take advantage of our financial services today!
Meet Stacie Freil
Growing up in a middle-income blue-collar family, I was taught the importance of financial security and the legacy of generational wealth. I was the first in my family to pursue a college education, driven by my passion to gain financial freedom for myself and others. I was delighted to receive a Division 1 full scholarship, allowing me to earn two Bachelor's degrees and a Master's degree, while also making the dean's list.
My mission in life is built on the principles of hard work and dedication to helping others find financial success. I am committed to supporting you in your aspirations to gain the same sense of security and freedom.
As a financial planner, I understand the importance of traditional retirement methods like 401k, stocks, bonds, pensions, and annuities, but I take a unique approach. I emphasize cash accumulation investment systems that maximize tax benefits and tailor individualized financial plans to each client, helping them to achieve their vision of financial freedom. You can trust me to provide a reliable strategy that ensures long-term financial success.
I am excited about the prospect of earning your trust and working together to create a personalized plan that aligns perfectly with your vision of financial freedom.
To take the first step, I invite you to schedule a consultation with me, where we can begin this journey toward achieving your financial goals.
Stacie A. Freil
WELCOME
Work With the Best Wealth Management Firm
Freil Financial is a specialized financial services company dedicated to helping business owners achieve passive income through tax-deferred strategies. We focus on guiding our clients through complex investment opportunities, including multifamily property investments, retirement planning, and life insurance solutions, to create and sustain long-term wealth.
We are the only financial services firm that combines personalized financial planning with a deep understanding of tax-deferred investment strategies, ensuring that your money works efficiently for you. Our services, including Multifamily Property Investment, 401k Rollovers, Annuities and Stock Investments, Pension and Retirement Planning, and Life Insurance Investment, are designed to maximize returns while minimizing tax liabilities.
At Freil Financial, we work exclusively with business owners, providing support tailored to the unique financial goals and challenges they face. Partner with us to elevate your financial strategy, and let our expert team help you unlock the full potential of tax-deferred investments and passive income.
What We Offer
Unlock the potential of real estate to create a steady stream of passive income.
We specialize in guiding business owners through the complexities of investing in multifamily apartment complexes, leveraging tax-deferred strategies to maximize returns while minimizing tax liabilities.
Protect your legacy and grow your wealth through strategic life insurance investments.
We offer tailored life insurance solutions that safeguard your family's future and serve as a powerful tool for tax-deferred growth.
Create a balanced approach to your retirement with a combination of annuities and stock investments.
Our experts design customized plans that offer both stability and growth, all while leveraging tax-deferred strategies to maximize your wealth.
Secure a prosperous retirement with our comprehensive pension and retirement planning services.
We ensure that your retirement is financially secure and tax-efficient, providing peace of mind for your future.
Maximize your retirement savings by seamlessly transferring your 401k into a tax-deferred investment strategy.
We guide business owners through the process of rolling over 401k funds into plans that align with your long-term financial goals.