Welcome to The Freedom Management Group

Provide LEADERSHIP and direction, by having a process/team “in charge” that helps avoid chaos and provides clients with greater ownership of their future.

  • Wouldn’t it be great to have CONFIDENCE that your plan was on track to make your BIGGER FUTURE a REALITY?
  • Provides FLEXIBILITY as your life circumstances change.
  • Most Importantly, your plan will provide CLARITY for community members to overcome their fear of the future and replaces uncertainty with excitement and OPTIMISM.
  • Look forward with ANTICIPATION, rather than APPREHENSION.

The key to providing CLARITY is discovering and designing a clear vision of the future for the reasons that are important to YOU.


Clients who have engaged in The Freedom Process™ administered by the Freedom Management Group, and who have committed to taking larger ownership of their future will enjoy peace of mind, as well as all the benefits listed above.


Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through The Freedom Management Group.