401(k) Fiduciary Review
Auto Pilot
Client Service Model
Freedom 401(k) Plan
Investment Advisory Program
Implementing FREEDOM 401(k)
Investment Philosophy
Managed Account  Portfolios
Our Fiduciary Role

What are the advantages of the Freedom One IRA?

  • We offer five professionally Managed Account Portfolios called MAPs.  
  • Freedom One Investment Advisors will become your personal registered investment advisor providing ongoing, professional investment advice.
  • You may contribute additional funds to your IRA.
  • We automatically rebalance your selected MAP on a regular basis.
  • Freedom One Investment Advisors utilizes very low cost, high quality investment options, with no up-front or back-end loads, and no surrender charges.

Who can invest in the Freedom One IRA?

  • Current Freedom One 401(k) participants; including spouses and family members
  • Participants who still have money in Freedom 401(k)
  • Participants who have a 401(k) plan at a former employer
  • Participants with an existing IRA with another provider

What type of assets can be invested in the Freedom One IRA?

  • 401(k) plans from previous employers
  • Existing IRAs held with other providers
  • Non-qualified accounts available for investors who hold CDs or brokerage accounts not considered IRAs

Same investment sophistication as the Freedom 401(k) - Now available as your personal IRA - Exclusively available from Freedom One Investment Advisors.

For additional information on the Freedom One IRA, please contact client services at 248-620-8100.


Related Articles

The average U.S. worker now changes employers every four years
Changing Jobs?  Freedom One Can Help

What about my old retirement account?

Plan design, implementation, and employee communication services provided by Freedom One Retirement Services. Registered investment advisory services provided by Freedom One Investment Advisors. Main Headquarters:

8031 M-15
Clarkston, Michigan 48348
P: 248.620.8100
F: 248.620.8111