Freedom Financial Services, Inc.
An Independent Firm

4317 Lavista Road
Tucker, GA 30084
Phone: 770-817-8988
Toll Free: 866-463-4438
Fax: 770-817-0784
leroy.tanker@
raymondjames.com

Map & Directions

Services

Having choices is important in investing. We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. Through Raymond James, Leroy and his team offers investors an extensive array of investment alternatives and services.

• Retirement planning - Charting a course for your retirement destination.
• Financial planning - Your financial future is important. Don’t trust it to just anyone.
• College planning - What will it take to deliver the dream?
• Estate planning - Independence takes planning.
• Asset allocation - Asset allocation versus diversification - what’s the difference?
• Asset management - Discover the benefits of professional asset management.
• Mutual funds - Your purchasing power . . . at work.
• Stocks - How do stocks fit into my financial plan?
• Bonds - Are bonds right for you?

Business Services

Like most business owners, the value of your business is probably one of the largest, if not the largest asset on your balance sheet. This value may have been built over many years of hard work. Improper and ill-advised moves can result in the sudden crash or the slow erosion of this value.

We can work with you and legal advisors to help manage and preserve the value of your business today and in the future.

We also can help you plan for the transition of your business. Many family businesses do not survive the transfer of the business from generation to generation or from one owner to the next. Such transfers require careful planning years in advance and precise execution. We are able to facilitate and coordinate the planning and execution of this process.

Business Services include:

• Succession Planning — structuring and facilitating the acquisition and disposition of business interests, facilitating the establishment of an ESOP plan, consulting on buy/sell agreements and arranging an initial public offering.
• Benefits Consulting — designing and implementing group health care, group life and long term care plans.
• Retirement Planning — designing and implementing the appropriate retirement plan to provide retirement income for you and your employees at a reasonable price.
• Business Financing — consulting on and arranging your business financing in an effort to leverage the power of your balance sheet and your operations and thus minimize your cost of capital.

High-Net-Worth Institutions and Corporate Executive Services include:

• Investment policy planning
• Equity risk management including hedging and monetization of concentrated single equity positions
• Asset allocation modeling
• Manager search and selection
• Ongoing consulting and performance measurement
• Wealth management strategies which might utilize hedge funds, private equity funds and lending solutions, where appropriate