The Process at Angel of Freedom Financial: Your Financial Vision Realized
At Angel of Freedom Financial, we believe financial success isn’t just about numbers—it’s about creating a plan that reflects your goals and values. Located in Boise, ID, we specialize in simplifying complex financial needs for high-net-worth individuals and high-income earners. Our process ensures that every decision aligns with your vision for health, wealth, and legacy.
1. Contact Us and Share Your Goals
Start by reaching out through our contact form or scheduling a call. This first step is straightforward and designed to fit into your busy life. During our conversation, we’ll dive into what’s important to you—your goals for growth, security, and peace of mind.
Clarity is our priority. We’ll ask the right questions to pinpoint what you truly need, whether it’s protecting your family, reducing taxes, or planning your retirement.
2. Assess Your Financial Picture
Next, we’ll take a deep dive into your financial situation. This isn’t a cookie-cutter review. It’s a detailed analysis tailored to your goals.
Here’s what we focus on:
- Evaluating your income, assets, and liabilities
- Identifying tax-saving opportunities, including strategies for capital gains and estate taxes
- Exploring funding options like business loans or leveraging infinite banking (IBC) to become your own banker
- Pinpointing risks, such as long-term care expenses or disability, and creating strategies to manage them
This assessment allows us to uncover opportunities you might not have considered and address any gaps in your current strategy.
3. Customized Solutions for Your Vision
Every plan we create is built around you. Once we’ve analyzed your situation, we’ll present options that align with your goals.
Some of the tailored services we offer include:
- Life Insurance Plans to protect your family and secure their future
- Annuities to ensure steady retirement income
- Estate Planning to reduce taxes and safeguard your legacy with living trusts and wills
- Business Financial Strategies to help you grow revenue and improve leadership
- Risk Management to protect against unexpected expenses, like long-term care
When it comes to achieving your financial goals, we’re committed to offering the best solutions for your needs.
4. Review and Approve the Plan
We believe in full transparency. Once we’ve crafted your strategy, we’ll sit down together to review every detail.
- Clear explanations of each recommendation
- Answers to all your questions—no jargon or confusion
- Adjustments as needed to make sure the plan works perfectly for you
Once everything looks right, we’ll finalize the agreement. This step ensures you’re confident in your decisions and ready to move forward.
5. Ongoing Support and Results
Our work doesn’t end with the plan. As your life and business evolve, your financial needs will too. We provide ongoing support to adapt your strategy and keep it working for you.
- Regular check-ins to ensure your goals stay on track
- Updates on tax-saving opportunities and investment strategies
- Proactive planning for risks and new financial milestones
With AOF Financial, you have a trusted partner who’s dedicated to your long-term success.
Why Choose AOF Financial?
Here’s how we help transform your financial life:
- Strategies to reduce income, capital gains, and estate taxes
- Custom solutions for growing your business and building a strong leadership culture
- Expert guidance for protecting your family from long-term care and other risks
- Clear communication and personalized service tailored to your specific needs
We don’t just provide advice—we help you bring your vision to life.
Frequently Asked Questions
Q: How do I know what financial services I need?
A: During our initial consultation, we’ll work with you to understand your goals and determine the services that fit your situation.
Q: What is infinite banking, and how does it help?
A: Infinite banking allows you to leverage life insurance to create your own source of capital. This strategy provides flexibility and control over your finances.
Q: Can you help reduce my taxes?
A: Yes, we specialize in strategies that minimize taxes, including income, capital gains, and estate tax reductions.
Q: Do you work with businesses in other industries?
A: Yes, our expertise spans a wide range of industries. If you’re a business owner, we’ll create strategies specific to your needs.
Q: What sets Angel of Freedom Financial apart?
A: Our approach is personal, thorough, and results-driven. We focus on simplifying the complex and delivering strategies that truly work for you.
Take the Next Step
It’s time to take control of your financial future. Contact AOF Financial in Boise, ID, to schedule your consultation today. Together, we’ll create a plan that turns your vision into reality.