How Is Your Retirement Strategy? 

Learn How to Gain Clarity & Confidence In Your Retirement Strategy

Take the 5-Day Retirement Ready Challenge  
starting July 12th for FREE! 

5 Days of LIVE educational webinars that will teach you how to
gain confidence and clarity in your retirement strategy.

Sessions Include:
Day 1: Defining Your Retirement
Day 2: Knowing Your Income + Social Security Options
Day 3: Retirement Considerations and Investment Risk Management
Day 4: Understanding Your Taxes Now and In Retirement
Day 5: Reflect and Take Action

Each session is less than an hour long. 
If you are unable attend a session, it will be recorded and you can watch at your convenience. 
Monday-Thursday sessions start at 12:00 PM PST (3:00PM EST), 
Friday session starts at 9:00 AM PST (12:00PM EST). 
Dear Future Retiree,

How is your retirement strategy?

One of the greatest problems Baby Boomers are facing today is knowing when they can retire. You too, might be facing these uncertainties and feelings of worry, hoping one day to take control of your financial future.

Today, that’s about to change for you.

We have created the 5-Day Retirement Ready Challenge to help you gain clarity and confidence in your retirement strategy.

Over the past 20 years, we have helped hundreds of people retire with the lifestyle they desire. This is the opportunity for you, your friends, colleagues and/or family members to do the same in an interactive experience.

By the end of our time together, you will:
1. Define and outline your retirement dream.
2. Know what steps need to be taken for your financial future.
3. Understand social security, targeted investing and how to minimize taxes.

Hit the button on the side to register for this free challenge while registration is still open.

To your success,
Financial Freedom Wealth Management Group, LLC

Time Sensitive: Do not miss this 5-day highly-interactive learning experience where you will be personally mentored by a panel of experts from the Financial Freedom Wealth Management Team.

The challenge begins  Monday, July 12, and extends through Friday, July 16 and will include important information you need to help you become Retirement Ready. 

Meet The Presenters

Julia Carlson, AIF®

Julia is the Founder and CEO of Financial Freedom Wealth Management Group, LLC. She founded the firm at the turn of the century, and with its successes she has become a thought leader in the financial industry. Julia is an entrepreneur, speaker, author, educator and expert on the investment landscape. She is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning, as well as exit planning for business owners. 

Julia is an Investment Advisor Representative and Registered Principal with LPL Financial. She has her Series 24, 7, 63 and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses. Julia is also an Accredited Investment Fiduciary®.

Chandran Rajaratnam

Chandran is an Investment Advisor Representative and Registered Representative with LPL Financial and has his Series 7 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses. He works from our Salem office and travels to our offices in Eugene and Corvallis, servicing all of the Willamette Valley area.

Considered by peers to be highly principled with uncompromising integrity and leadership attributes, he has a wealth of experience in Long Term Care, Medicare Gap and Life Insurance Planning. Chandran offers a comprehensive approach to financial planning and investment strategies.
Chandran brings an abundance of business experience to the Financial Freedom Wealth Management Group team. 

He has over 30 years of senior executive service in organizations throughout North America, including senior management positions at both Dell and IBM. His three decades of experience and work in the software and computer industry has led Chandran to what he calls his best job, one where he helps people pursue financial stability and confidence in their retirement plans.

David J. Wright (DJ)

David J. Wright (DJ) is a Wealth Advisor and Portfolio Manager for our team. He leads our portfolio management team and is dedicated to finding the best investments for our clients and building their customized portfolios. As a wealth advisor, DJ is passionate about serving our clients across the nation and providing guidance to help them pursue financial freedom. He received his Bachelor’s degree from the University of Oregon where he focused on economics and business. His past experience includes work in the customer service industry and assisting the Chamber of Commerce. As a Eugene, Oregon native, DJ enjoys the outdoors, sports, and spending time with his son.

DJ is an Investment Advisor Representative and Registered Representative with LPL Financial. He has his Series 7 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses.

Edgar Villegas

As a Wealth Advisor with Financial Freedom Wealth Management Group, Edgar serves clients across the country. He is passionate about assisting clients and creating a personal, lasting strategy that will help them reach their retirement goals.

Edgar is an honors graduate of Oregon State University with a Bachelor’s degree focused in finance and economics, and has experience as an accounting assistant with Oregon State University. In his free time, he enjoys hiking, soccer and rooting for his favorite sports teams.

Edgar is an Investment Advisor Representative and Registered Representative with LPL Financial. He has his Series 7 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses.
Contact Financial Freedom Wealth Management Group, LLC
458.777.4458 • financial.freedom@lpl.com
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Financial Freedom Wealth Management Group, LLC - All Rights Reserved