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What We Offer
Our Services
Multifamily Property Investment
Unlock the potential of real estate to create a steady stream of passive income with our Multifamily Property Investment service. At Freil Financial LLC, we specialize in guiding business owners through the complexities of investing in multifamily apartment complexes. Our approach leverages tax-deferred strategies to maximize returns while minimizing tax liabilities, helping you build and sustain wealth over the long term. Whether you're new to real estate or looking to expand your portfolio, our expert team provides the insights and support needed to make informed investment decisions that align with your financial goals.
more401k Rollovers
Maximize your retirement savings by seamlessly transferring your 401k into a tax-deferred investment strategy. At Freil Financial LLC, we guide business owners through the process of rolling over 401k funds into plans that align with your long-term financial goals, ensuring that your retirement nest egg continues to grow efficiently and securely.
moreAnnuities and Stock Investments
Create a balanced approach to your retirement with a combination of annuities and stock investments. Our experts at Freil Financial LLC design customized plans that offer both stability and growth, allowing you to benefit from the steady income of annuities and the potential high returns of stocks, all while leveraging tax-deferred strategies to maximize your wealth.
morePension and Retirement
Secure a prosperous retirement with our comprehensive pension and retirement planning services. We work with business owners to optimize pension plans and integrate them into broader retirement strategies. Freil Financial LLC ensures that your retirement is not only financially secure but also tax-efficient, providing peace of mind for your future.
moreLife Insurance Investment
Protect your legacy and grow your wealth through strategic life insurance investments. At Freil Financial LLC, we offer tailored life insurance solutions that not only safeguard your family's future but also serve as a powerful tool for tax-deferred growth, ensuring that your financial goals are met both now and in the long term.
moreFrequently Asked Questions
- How do you tailor your programs to meet the needs of business owners?
- We tailor our programs by focusing on the unique financial challenges faced by business owners, providing strategies that align with their long-term goals and leveraging tax-deferred options to maximize wealth.
- What kind of support can I expect from your services?
- Our services provide continuous support, offering everything from personalized investment plans to ongoing financial advice, ensuring you make informed decisions and stay on track with your goals.
- Do you offer flexible investment options?
- Yes, we offer a variety of investment options, including multifamily property investments, 401k rollovers, and annuities, allowing you to choose the best strategies that suit your financial situation and goals.
- How will I track my progress with your services?
- You will receive regular updates and detailed reports on your investments, allowing you to monitor growth, adjust strategies, and ensure your financial plans are on the right track.
- How can I get started with Freil Financial LLC's services?
- Getting started is easy. Simply click below to learn more or book a consultation to discuss your options.
What Our Clients Say
"Freil Financial LLC has been instrumental in securing my financial future. Their personalized approach to pension planning and life insurance investments has given me peace of mind, knowing that my family’s legacy is protected."
— Daniel K., Founder of Pinnacle Tech
"Freil Financial LLC helped me navigate the complexities of multifamily property investment with ease. Their expertise in tax-deferred strategies allowed me to maximize my returns while minimizing my tax liabilities. I’m now enjoying a steady stream of passive income, and I couldn’t be happier."
— Mark H., Owner of Horizon Enterprises
"Working with Stacie and her team was a game-changer for my retirement planning. They guided me through a seamless 401k rollover and helped create a balanced investment strategy that perfectly aligns with my financial goals."
— Susan T., CEO of Evergreen Solutions
Contact Us
Call: (704) 870-7090
Email: stacie@freil.financial
Site: www.freil.financial
Office: 57th Union St. S Concord North Carolina 28025