Freedom Capital Strategies

More Than Just Wealth Management

Choosing a financial planner is a big decision and we don’t take that lightly. At Freedom Capital Strategies, we’re here to make sure you feel confident about your money, your goals, and your future.

To us, financial planning isn’t just about building wealth. It’s about protecting what you’ve earned, preparing for the unexpected, and creating a plan that supports your lifestyle; not just now, but for years to come. Whether you’re focused on retirement, growing a business, or building a legacy for the next generation, you deserve to feel informed, empowered, and in control.

We started Freedom Capital Strategies because we believe true financial freedom means having a plan that works for real life. It’s a smart mix of growth and protection, so no matter what comes your way, you can move forward with peace of mind knowing you’re covered.

After years of working side by side, and building both a friendship and a shared vision, Brian and Jeff launched Freedom Capital Strategies in 2024. They saw a need for financial planning that’s not only smart and strategic, but also deeply personal.

Their mission is simple: help people live with more freedom, less stress, and greater confidence in their financial future.

Together with their growing team of professionals, Brian and Jeff bring real-world experience, honest advice, and a hands-on approach to every client relationship. Whether you’re planning for retirement, running a business, or thinking ahead to the next generation, they’re here to guide you with clarity and care.

Helping You Plan for Life: Today, Tomorrow, and Into Retirement

Retirement Planning

Retirement looks different for everyone. Whether you see yourself traveling the world, spending more time with family, or picking up a passion project, we’ll help you build a retirement plan that fits the lifestyle you’ve worked for.

At Freedom Capital Strategies, we go beyond basic tools like 401(k)s or IRAs. We start by learning about your vision for the future, then build a custom strategy that includes smart investments, annuities, insurance options, and income planning. If you’re a business owner, we’ll also consider how the sale or succession of your company fits into the plan.

Our advisors bring years of experience managing diverse portfolios and working closely with your other financial partners. The result? A retirement plan that not only grows your assets, but also helps protect them, so you can move into your next chapter with confidence.

Financial Planning

Your goals are unique—and your financial plan should be too.

When you work with Freedom Capital Strategies, you’re not just getting a financial advisor. You’re gaining a team of professionals who take the time to understand your values, your lifestyle, and the milestones you want to reach.

We start with a conversation. Then we build a comprehensive plan tailored to your needs today and flexible enough to grow with you over time. From investments and insurance to budgeting and tax strategies, we offer personalized recommendations that align with your long-term goals.

We also coordinate with your existing financial team—CPAs, attorneys, or bankers—to streamline communication and make your life easier. You’ll have a trusted point person overseeing the big picture, so nothing slips through the cracks.

With us, you can expect:

• A partner who listens and truly understands your situation
• Insight into financial opportunities and blind spots others may miss
• Advanced investment and risk strategies designed around your comfort level
• A personalized, flexible plan built for your life now and later

Helping You Grow and Protect What Matters Most

Wealth Management

Smart wealth management isn’t just about growing your investments, it’s about aligning your financial strategy with the life you want to live.

At Freedom Capital Strategies, we offer personalized investment advisory services designed to help you build long-term wealth with confidence. Our approach focuses on building diversified portfolios, selecting high-quality investment options, and creating custom strategies based on your goals, risk tolerance, and values.

Through our partnership with Northwestern Mutual Wealth Management Company, you also gain access to advanced trust and estate services. Whether you’re looking to pass down wealth, support a cause, or simplify multi-generational planning, we help ensure your assets are managed with care and transparency. We can serve as trustee on Irrevocable Life Insurance Trusts and, through our Trust Alliance Program, connect you with trusted national partners for charitable trusts, revocable trusts, foundations, and more.

We make wealth management clear, coordinated, and built to last.

Risk Management Solutions

Life comes with surprises. Risk management helps ensure your financial plan is strong enough to handle them.

At Freedom Capital Strategies, we believe protecting your income, your family, and your future is just as important as growing your wealth. That’s why we offer a wide range of risk management tools that work together with your financial plan, not as afterthoughts, but as foundational pieces.

We help you:

• Protect your earning power with disability income strategies
  Your ability to earn an income is one of your most valuable assets. We help you protect it in case an unexpected illness or injury prevents you from working.
• Plan for long-term care needs
  Should you or a loved one need help with daily activities in the future, we’ll make sure you have a long-term care plan in place, so your family isn’t left guessing or facing unexpected costs alone.
• Create flexible life insurance strategies
  Whether you’re looking for income protection, legacy planning, or tax-advantaged cash accumulation, we offer a variety of life insurance solutions—including term, permanent, variable, and hybrid options.

The result? More flexibility, less stress, and a plan that’s designed to help you stay on track—no matter what life throws your way.

Helping You Build, Protect, and Transition Your Business

As a business owner, your personal and professional finances are closely connected. That’s why we create financial strategies that support both sides, helping you grow your business and protect everything you’ve worked so hard to build.

Whether you’re just starting out, expanding, or thinking about transitioning your business, we’ll help you plan for long-term success. Our business planning services are designed to:

• Integrate your personal and business financial goals
• Minimize risk and prepare for the unexpected
• Offer income protection if illness or injury impacts your ability to run the business
• Attract and retain top talent with customized employee benefits
• Reward and retain key team members with enhanced compensation strategies
• Ensure a smooth business transition or succession when the time is right

Every business is different. That’s why we take a personalized approach, working with you to create a plan that aligns with your vision, protects your assets, and supports your legacy.

Protect What You’ve Built And Pass It On Your Way

Estate planning isn’t just about having a will. It’s about creating a thoughtful plan that reflects your values and ensures the people and causes you care about are taken care of on your terms.

At Freedom Capital Strategies, we help you develop an estate strategy that protects your wealth, reduces potential taxes, and ensures your wishes are carried out clearly and efficiently. Whether you’re thinking about leaving a legacy for your children, supporting charitable organizations, or safeguarding your assets, we’re here to help you put a plan in place.

With support from our estate planning team, we help you:

• Reduce or eliminate estate, gift, and inheritance taxes
• Protect assets from mismanagement or legal claims
• Support your heirs, pay for education, or fund philanthropic goals

We also work closely with estate planning attorneys to help you establish:

• Wills or living trusts for clear asset transfer and guardianship of minor children
• Powers of attorney (for finances and healthcare) in case of illness or emergency
• Healthcare directives to ensure your medical preferences are known and respected

Through Northwestern Mutual Wealth Management Company and the Trust Alliance Program, we can also help coordinate professional trust services for more complex estate needs, including:

• Irrevocable Life Insurance Trusts
• Revocable and charitable trusts
• Foundations and endowments

No matter the size of your estate, you deserve a plan that gives you peace of mind and protects your legacy for the next generation.

Let’s Talk About Your Financial Future

Whether you’re just starting your financial journey or looking for a long-term partner to guide you through the next chapter, we’d love to connect.

Visit Us at One of Our Two Locations:

📍 Coralville Office
1303 5th Street, Unit 305
Coralville, IA 52241

📍 Cedar Rapids Office
401 1st Street SE
Cedar Rapids, IA 52401

📞 Phone: (319) 739-3022

At Freedom Capital Strategies, we’re here to answer your questions, walk you through your options, and build a plan that makes sense for your life. Reach out today to schedule a consultation with our team! We’re excited to help you take the next step toward financial confidence.