Freeborn Financial & Associates
Summary of Operations: The services of Freeborn Financial & Associates are managed by Roy Freeborn and Dave Rodgers; two licensed financial advisors who have been in practice for over 30 years combined experience.
We are privileged to offer the members of the Alberta Motor Transport Association the following services:
-Personal Pension Plans that allow the owner and his/her employees to enjoy the pleasures of a source of income during their retirement that provides for an acceptable lifestyle and have the contributions made by their organization written off as a taxable expense
-Employee benefit plans that allow the corporate owner to acquire and retain a value-added work force
-Investment alternatives that meet and exceed the needs of the owner and their employees, using a disciplined program
-Individual, disability and critical illness life programs that provide for a source of income for the owner and a resource of funds for one’s loved ones caused through an untimely event or events; not to mention significant tax benefits to your corporation and yourself
Freeborn Financial & Associates provides the members of the Alberta Transport Association with effective service by:
-We meet with you, where and when it is convenient to understand your business and situation fully
-We mutually establish an acceptable communication system that works for you
-We research and offer ways to help grow and assist you and your business
-We prepare strategic and tactic action plans that may be acted upon to meet the needs of the member
REMEMBER – WE ARE HERE TO HELP YOU
