Tad founded Freedom Financial Group with his wife and business partner, Toni, in order to fill a niche they felt was not being addressed properly in the retirement planning environment—helping retirees and pre-retirees in Alabama find answers to issues that may affect their quality of life during retirement. They believe each investor is unique and no single strategy is right for everyone. In fact, the defining point that separates their process from other firms is they carefully identify all of the “must know facts” that are critical to the individual clients’ retirement success BEFORE they make investment decisions. This goes far beyond a “risk tolerance” questionnaire that is employed by typical firms. Eliminating potential risks for their clients’ retirement success is done through a four-step process, including: Income Planning, Investment Planning, Legacy Planning and Tax Planning. This approach requires more effort on the part of Freedom Financial, but results in a roadmap that creates greater security for their clients.
Tad is a Chartered Retirement Planning Counselor (CRPC®), a Registered Financial Consultant (RFC) and holds a Series 65 Investment Advisor Representative license. He is registered with Global Financial Private Capital, LLC, as an SEC Registered Investment Advisor, and he also holds insurance licenses in the state of Alabama. Tad is honored to be a financial commentator on ABC’s “Talk of Alabama,” Fox 6’s “Good Day Alabama,” as well as the co-host of the Financial Safari Radio Show on 105.5 WERC and 1070 WAPI.
Tad is a member of the Better Business Bureau, the National Ethics Bureau and the International Association of Registered Financial Consultants. He was awarded the Fidelity Investments Fiduciary Excellence Award in 2011, and he was featured on the cover of Advisors Excel’s AE Insider magazine in 2012 as the leader of one of the fastest growing financial planning firms in the country.