Freedom Day Solutions™ Market Research Report
Company Overview
Name and Mission
Freedom Day Solutions™
Mission: Simplifying financial planning by focusing on one goal – Your Freedom Day.
Founded and Founders
- Founded: 2006
- Founders: No information is available.
Key People
- Ryan Krueger: Chief Executive Officer, Chief Investment Officer
- Jackson Wood: Portfolio Manager FDCA, Financial Advisor
- Shelley Sodaro: Relationship Service/Insurance Specialist
- Sam Webb: Wealth Advisor
- Mike Catalano: Chief Strategy Officer
- Shanna Glover: Relationship Service Specialist
- Keith Strahan: Wealth Advisor
- Kyi Kyi Win: Chief Operating Officer
- Ashlynn Rodgers: Director of Communications
Headquarters
- Location: 8401 Westview Dr, Houston, Texas 77055
Number of Employees
No information is available.
Revenue
No information is available.
Company Specialization
Freedom Day Solutions™ is known for providing trusted financial advice, with specialization in:
- Dynamic financial planning tailored to individual goals.
- In-house portfolio research and active investment management.
- Ongoing financial advice throughout different life stages.
Products
Overview
- Financial Planning: Customized, dynamic planning on a single page.
- Investment Management: In-house portfolio research and active management.
- Ongoing Advice: Continued expert guidance through various life stages.
High-Level Description and Key Features
Financial Planning
- Description: Tailored dynamic financial plans on a single-page, focusing on individual financial goals.
- Key Features:
- Simplified and customized plans.
- Deep understanding of client goals.
- One-page layout for ease of understanding.
Investment Management
- Description: Managed in-house with strict buy and sell disciplines based on quantitative data.
- Key Features:
- Rules-based and objective selection process.
- Data-driven approach to improving business and stakeholder outcomes.
- Ongoing monitoring and adjustments.
Ongoing Advice
- Description: Continuous expert advice to navigate various financial stages of life.
- Key Features:
- Dedicated team of experts.
- Personalized and holistic advice.
- Flexibility to adjust plans as life changes.
Recent Developments
New Products and Features
- Freedom Day Dividend ETF | MBOX: Actively managed dividend growth portfolio with a quantitative selection process.
- Features: Focus on rising dividends as indicators of business improvement.
New Partnerships
No information is available.
Other Developments
- Introduction of ‘Mailbox Math’: An evaluative approach for comparing safe withdrawal rates.
- GRINdex Creation: A unique index to measure peace of mind regarding financial wealth and retirement.
- GRINdex Insight: A formula to determine "How Much is Enough" for true peace of mind.
Conclusion
Freedom Day Solutions™ continues to serve as a trusted independent financial advisory firm specializing in comprehensive financial planning, investment management, and ongoing financial advice. The firm emphasizes innovative and simplified financial solutions designed to bring peace of mind and clarity to clients. The recently launched Freedom Day Dividend ETF and the proprietary GRINdex highlight the firm's commitment to continuous improvement and client-centric solutions.
For inquiries or further information, please contact:
Headquarters:
8401 Westview Dr, Houston, Texas 77055
Phone: (855) 731-7526
Email: [connect@freedomdaysolutions.com](mailto:connect@freedomdaysolutions.com)