Freedom America Wealth Management

Wealth Management

Financial advisor in North Attleborough, MA (show on map)

5.0

★★★★★

8 reviews

Freedom America Retirement Services of New England helps people become financially secure and free in retirement.

Call (800) 679-0665

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About

Freedom America Wealth Management, founded by Jim Mayer and Sue Mayer, provides wealth management and retirement planning services to help individuals and families achieve financial security in retirement. With over 50 years of combined experience working for Fortune 500 companies in retirement benefits and planning, the firm specializes in defined benefit plans, ERISA retirement plans, non-qualified plans, and stock purchase plans, as well as banking and insurance.

Jim Mayer, with over 37 years in the financial services industry, manages large retirement plans and offers the IMPACT planning process, while Sue Mayer, with a background in education and corporate training, focuses on optimizing income from pensions, Social Security, and tax-deferred accounts. The firm is based in New England with offices in North Attleboro, MA, and Warwick, RI, and offers complimentary consultations to assist clients in navigating retirement complexities.

Comprehensive retirement planning

Social Security optimization

Tax strategy development

Legacy planning

Expertise in Fortune 500 retirement benefits

Team of experienced financial professionals

Services

Retirement Planning

Comprehensive retirement planning services including Social Security optimization, tax planning, investment management, and legacy planning for couples, families, and individuals in Southern New England.

Social Security optimization Tax planning Investment management Legacy planning Comprehensive income analysis Inflation and cost-of-living adjustments

Credentials & Certifications

RFC® (Registered Financial Consultant)

RICP® (Retirement Income Certified Professional)

NSSA (National Social Security Advisor)

Investment Adviser Representative

Reviews

Rating

★★★★★

Reviews

"I would refer him to anyone thinking of retirement - thank you Jim."

Frequently Asked Questions

When should I file for Social Security to maximize my benefits? +

Filing after your full retirement age (around 66) increases benefits by 8% per year up to age 70, while filing at 62 reduces benefits to 75% of the maximum.

How does the Windfall Elimination Provision affect my Social Security benefits? +

The Windfall Elimination Provision reduces Social Security benefits for individuals who worked for the government or overseas during their career, impacting those with non-covered earnings.

What factors should I consider before retiring? +

Key considerations include income sources, investment performance, taxation, inflation, healthcare costs, and long-term care needs.

How does inflation impact my retirement savings? +

Inflation erodes purchasing power, so retirement plans must account for cost-of-living increases and adjust investment strategies accordingly.

What is the IMPACT planning process? +

The IMPACT planning process is a comprehensive retirement planning methodology developed by Jim Mayer, focusing on integrating all retirement income sources, tax implications, and longevity risks to create a sustainable income plan.