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Our Values

We Teach Entrepreneurs How to 

Create Lasting Freedom 

So That They Live a Life Without Regret

check mark Boca Raton, FL Freedom Family


With a focus on staying on top of current best practices and innovating daily, we help our clients reach their goals and live a life of "Rich Beyond Money." 

Never become so much of an expert that you stop gaining expertise. View life as a continuous learning experience.

-Denis Waitley

Recognize the most efficient path Boca Raton, FL Freedom Family


Our team truly enjoys solving complex problems with multiple variables, which allows us to detect issues and identify opportunities for your family. 

"Perfect is not attainable, but if we chase perfection we can catch excellence."

-Vince Lombardi

Filter Opportunities Boca Raton, FL Freedom Family


To serve our clients at the highest level, our team strives to not only find out what our clients desire but to build a long term relationship built on trust and results. 

“If you talk to a man in a language he understands, that goes to his head. If you talk to him in his language, that goes to his heart.”

-Nelson Mandela

Learn Comprehensively Boca Raton, FL Freedom Family


Our company is built on the idea of "for entrepreneurs by entrepreneurs." That means that everyone at Freedom looks to innovate daily and solve problems for our clients so they can reach their goals. 

"The best way to predict the future is to create it."

-Peter Drucker

Freedom Fundamentals

1. DO THE RIGHT THING, ALWAYS. Demonstrate an unwavering commitment to doing the right thing in every action you take and in every decision you make, especially when no one’s looking. Always tell the truth, no matter the consequences. If you make a mistake, own up to it, apologize, and make it right.

2. HONOR COMMITMENTS. Do what you say you’re going to do, when you say you’re going to do it. This includes being on time for all phone calls, appointments, and meetings. If a commitment can’t be fulfilled, notify others early and agree on a new deliverable to be honored.

3. SPEAK STRAIGHT. Speak honestly in a way that helps to make progress. Say what you mean, and be willing to ask questions, share ideas, or raise issues that may cause conflict when it’s necessary for team success. Be courageous enough to say what needs to be said. Address issues directly with those who are involved or affected.

4. FIND A WAY. Take personal responsibility for making things happen. Respond to every situation by looking for how we can do it, rather than explaining why it can’t be done. Be resourceful and show initiative. Don’t make excuses or wait for others to solve the problem. See issues through to their completion.

5. SHOW MEANINGFUL APPRECIATION. Recognize people doing things right, rather than pointing out when they do things wrong. Regularly extend meaningful acknowledgment and appreciation — in all directions throughout our organization.

6. BE A FANATIC ABOUT RESPONSE TIME. Respond to questions and concerns quickly, whether it’s in person, on the phone, or by e-mail. This includes simply acknowledging that we got the question and we’re “on it,” as well as keeping those involved continuously updated on the status of outstanding issues.

7. DELIVER RESULTS. While effort is important, people expect results. Follow-up on everything and take responsibility to ensure that tasks get completed. Set high goals, use measurements to track your progress, and hold yourself accountable for achieving those results.

8. DELIVER LEGENDARY SERVICE. It’s all about the experience. With every experience, do the little things, as well as the big things, that surprise people. Make every interaction stand out for its helpfulness. Create the “WOW” factor that turns customers into raving fans. This includes both internal and external customers.

9. BE RELENTLESS ABOUT IMPROVEMENT. Regularly evaluate the way you/we work to find ways to improve. Don’t be satisfied with the status quo. “Because we’ve always done it that way” is not a reason. Guard against complacency. Find ways to get things done better, faster, and more efficiently.

10. BE A LIFELONG LEARNER.  Seek out and take advantage of every opportunity to gain more knowledge, to increase your skills, and to become a greater expert. Be resourceful about learning and sharing best practices.

11. EMBRACE CHANGE AND GROWTH. What got us here is not the same as what will get us to the next level. Get outside your comfort zone, rather than stubbornly hanging on to old ways of doing things. Be excited by the possibilities that change and growth bring. Be flexible.

12. THINK AND ACT LIKE AN OWNER. Make decisions by asking yourself, “What would I do if this were my company? What would I do if this were my own money? Will this help the company to succeed?” Be a good steward of our resources.

13. DO WHAT’S BEST FOR THE CLIENT. In all situations, do what’s best for the client, even if it’s to our own short-term detriment. Put their needs ahead of our own. There’s no greater way to build a reputation than to steadfastly do what’s right for others. Every day.

14. TAKE OWNERSHIP. Take personal responsibility for making things happen. It’s never someone else’s job or someone else’s fault.  Be resourceful and show initiative. If you see it, own it, and make sure it gets done. Don’t make excuses.

15. CREATE A GREAT IMPRESSION. Every conversation, phone call, e-mail, letter, and even voicemail, sets a tone and creates an impression. Pay attention to every interaction and be sure you’re setting a tone that’s friendly, warm, and helpful.

16. GO THE EXTRA MILE. Be willing to do whatever it takes to accomplish the job . . . plus a little bit more. Whether it’s starting early, staying late, or doing something that’s not in your job description, it’s the extra mile that separates the ordinary from the extraordinary.

17. TAKE PRIDE IN OUR APPEARANCE. Your personal appearance makes a strong statement about the pride you take in your performance. Dress neatly and professionally. The appearance of our facilities makes a similar statement about the quality of our work. Take responsibility to see that our environment is clean, neat, and professional.

18. PAY ATTENTION TO THE DETAILS. Missing just one detail can have an enormous impact on a job. Be a fanatic about accuracy and precision. The goal is to get things right, not simply to get them done. Double-check your work. Get the details right the first time.

19. INVEST IN RELATIONSHIPS. Get to know your clients and co-workers on a more personal level. Talk more and e-mail less. Understand what makes others tick and what’s important to them. Strong relationships enable us to more successfully work through difficult issues and challenging times.

20. OWN YOUR WORK-LIFE BALANCE. Own and protect your work-life balance. Know and communicate boundaries and when you need to take a break to refresh and recharge. To give your best, you must be at your best. Be a steward of our most valuable resource:  you!

21. BE POSITIVE. You have the power to choose your attitude. Choose to be joyful, optimistic, and enthusiastic. See the good in others. Your attitude is contagious. Spread optimism and positive energy.

22. BE PROCESS-DRIVEN. Create systems and processes that support our ability to perform with consistency. Strong processes are the foundation of organizational effectiveness.

23. MAKE A DIFFERENCE. Be an active part of your community. Give back by contributing your time, effort, and where appropriate, your money, to make your community better. Every little bit matters. You can and do make a difference.

24. LEAD BY EXAMPLE. The best way to influence others is through your own example. Walk the talk. Take responsibility, both formally and informally, to coach, guide, teach, and mentor others. Be the change you want to see. 

25. PITCH IN WHEREVER NECESSARY. Be willing to do the mundane and ordinary things necessary to get the job done. Nothing is beneath any of us. If you see it, take care of it.

26. COLLABORATE.  Share information and work together.  Collaborate internally and with our clients and partners to find better solutions.  Collaboration generates better ideas than does working alone.  Be inclusive.

27. FOLLOW OPERATING PROCEDURES. Rigorously follow our operating procedures to ensure consistency and high performance. Be especially mindful of our industry regulations, as these are outright requirements for doing business.

28. BE VIGILANT ABOUT CONFIDENTIALITY.  Our clients and their families share information with us because they need and trust us.  Honor that trust by keeping their information in confidence and taking appropriate steps to safeguard how and where it’s used.  The same is true for information about our own organization as well as about your teammates.

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