Big Picture Planning for Small Businesses
As a small business owner, you wear many hats—entrepreneur, employer, decision-maker. AJ Freedom Financial helps you wear them with confidence by offering strategic support across retirement, planning, tax, and employee benefits.
Group Retirement Plans
We help you build and maintain employer-sponsored plans that support both your growth and your team’s retirement goals:
- 401(k) Plans
- SIMPLE IRAs
- 403(b) Plans
We assist with setup, strategy, compliance, and ongoing plan management—always keeping your business’s goals in focus.
Small Business Financial Planning
- Owner retirement readiness
- Cash flow optimization
- Strategic benefit planning
- Succession or transition guidance
- Coordination with CPAs and legal professionals
Ask us how we can help you with your Tax and Insurance needs.
Whether you need support with compliance, team benefits, or retirement planning—we can help. Our coordinated, full-spectrum approach ensures your business finances work in harmony.