Fee Based Financial Advisors Offering Financial Planning & Wealth Management
The Financial Clarity You Have
Been Looking For
Big Decisions Ahead of You…
Finding yourself asking the same questions over and over?
Will I have Enough to make it through?
What Costly Mistakes could I make?
Can I leave a Legacy?
How much can I really withdraw safely?
Do I Have the Correct Estate Plan and Documents?
who we helpBuilt for People Facing Decisions That Matter
Whether you are approaching retirement, running a business, or questioning whether your current strategy will hold up when it counts, the concerns you have been carrying deserve honest answers and a plan that accounts for all of them.
The clients who come here are at a point in life where the financial decisions they make carry real weight, and they want someone with the experience and the scope to help them get those decisions right.
Business Owners
Executing strategic tax planning and driving wealth accumulation, all while providing the clarity needed to navigate your next chapter.
Approaching Or In Retirement
Solid Financial Stability requires proper Strategic Planning partnered with the Right products.
Awards for Allison Kees:
The Forbes Top Financial Security Professionals Best-In-State ranking, developed by SHOOK Research, was awarded to 1883 of 19,402 financial professionals nominated by their firms and who are licensed to sell life insurance and annuities (among other investment products or services). Ranking is based on various eligibility and quantitative/qualitative elements as of 12/31/25, including: 7+ years industry experience, compliance record, total assets under management and revenue, client retention, scope of services and community involvement. There is no cost to participate but a fee is paid by recipients if they opt to use the award logo. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or future results.
The Million Dollar Round Table is a global membership of independent financial professionals, and qualifiers are based on production.
The 2026/2027 Prudential Annuities Masters Council Platinum award recognizes financial professionals industry-wide based on their total annual sales of over $4mil in Prudential annuity products. This recognition is not an endorsement nor is it based on or indicative of (i) securities or investment advisory related services separately offered by the financial professional. (ii) any one client’s experience with the professional or (iii) past investment performance or a guarantee of future results.
The Signature Services President’s Council is an internal recognition of financial professionals in the top 60-150 of approximately all 3000 Prudential Advisors based on prior fiscal year combined commissions and fees.
our processBuilt Around You
Step One: Start With a Conversation
We begin by understanding your goals, your concerns, and where your current plan may have gaps before making any recommendations.
Step Two: Build the Strategy
A comprehensive plan is developed around your full financial picture, with every piece coordinated toward your specific goals and circumstances.
Step Three: Stay the Course
As your life evolves, your plan evolves with it, with regular reviews and proactive guidance to keep your strategy on track.
Comprehensive PlanningWho is Looking Out for Your Entire Financial Picture?
All too often, clients come to us with a disconnected collection of financial products they’ve picked up along the way, only to find out they lack the underlying strategy needed to drive a successful Financial Plan.
Financial concerns do not exist in isolation, and treating them like they do leaves gaps that compound over time.
The mission of Freedom Financial Group is to help people have more Clarity and implement a Solid Financial Plan.
When this happens, the burdens can be lifted, uncertainty can fade, and the feeling of Freedom can help you to live out your Hopes and Dreams!
how we helpA Plan Built Around Your Full Picture
The financial decisions that matter most rarely stand alone. The services below are designed to work together, covering the planning areas most relevant to business owners and those approaching or already in retirement.
Financial Planning
A comprehensive look at your income, savings, goals, and obligations, brought together into one strategy that reflects your full financial life.
Estate Planning
Getting the right documents in place before life demands them, so your wishes are clear, and your family is protected.
Retirement & Income Strategies
Developing an income plan that accounts for how long your money needs to last and how to draw from your accounts efficiently.
Tax Planning
Keeping more of what you earn by identifying opportunities to reduce tax exposure across investments, account structure, and income planning.
Small Business Owner Guidance
For business owners, we provide planning that addresses the full complexity of building personal wealth alongside a company. By focusing on tax planning and intentional wealth building, we ensure you have the clarity and preparation needed for whatever comes next.
Risk Management & Protection
Evaluating the gaps in your plan that could leave your family or your assets exposed if something unexpected happens.
who we areBuilt On Purpose
Working as a Financial Advisor since 2008, Allison Kees founded Freedom Financial Group with the clear purpose of helping clients move from financial confusion to a plan they can actually rely on. Bringing nearly two decades of financial experience—and firsthand insight as a business owner herself—Allison intimately understands the unique challenges her clients face.
Today, the firm works with business owners and individuals approaching retirement, providing comprehensive guidance that addresses the full picture. This includes navigating the critical elements of estate planning, like Trust versus Will strategies, to ensure your essential documents are in place.
Whether you are building a plan from scratch or just looking for a second opinion, a fresh perspective could make all the difference in securing your financial future.
Unlocking the Treasures of Financial Wellness
Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.
EducationResources & Insights
4 Elements of an Estate Strategy
What to Look for in an Extended-Care Policy
A Brief History of Estate Taxes
contact usGet the Clarity You Have Been Looking For
The questions you have been carrying deserve a real conversation with someone who can address them completely. Reach out today to schedule a discovery meeting and take the first step toward a financial plan built around your actual circumstances.