Freedom Day Wealth Management LLC

Let us help you create a blueprint for your Financial Freedom

What Is Freedom Day™?

Seeing clients attitudes change toward retirement over the last 10 years. Clients no longer wanted to defer living their lives until age 65. As a result Jeff Kikel developed the Freedom Day Method ™. Reaching  Freedom Day is the first day that have a work-optional lifestyle. At Freedom Day Wealth Management LLC we are a different type of Wealth Management firm. We apply the principles of Freedom Day™ to help our clients reach their freedom goals.

Who We Work With

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We help successful individuals and families design their own Freedom Blueprint to reach their Freedom Day on their own timetable.

Individuals and Families

Ramsey Smartvestor Pro™

You have worked hard to get your finances under control. Let us help you build wealth based on the strategies from Dave Ramsey.

Business Owners

We help business owners design exit strategies from their businesses so that they can realize their own Freedom Day.

Why Freedom Day Wealth Management?

We are a dedicated professional team of wealth management advisors and financial professionals who offer comprehensive financial solutions with a client centric approach. Our planning process includes an in-depth analysis of your current financial circumstances. We develop strategies designed to help our clients reach their Freedom Day as soon as possible. We educate you about your financial options to establish a customized plan that aligns with your needs, hopes, and goals.

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EXPERTISE


Our team has over 90 years of combined experience in Wealth Management, Insurance, Social Security, Medicare, Real Estate, Financial Planning, and Mortgage Planning

FIDUCIARY


As a Registered Investment Advisor, we are Fiduciaries. What that means to you is that we have to act in your best interests before our own. We develop custom strategies for you.

COMPREHENSIVE WEALTH MANAGEMENT

Our clients often have complex needs that require comprehensive solutions. Whether it is investments strategies, wealth planning, or real estate. We look at it all as part of a full plan.

From The Blog

College Planning can be helped with Merit Scholarships
By Jeff Kikel 29 Jul, 2023
This article provides four simple yet effective tips to help high school seniors maximize their chances of winning a private scholarship. From knowing your audience to crafting a personal and passionate essay, this article will guide your student through the scholarship application process. With the right approach, your student can stand out from the competition and secure the college funding they need. Read on to learn more.
Are You Interested in real estate, but do not want to be a landlord?
By Jeff Kikel 12 Jul, 2023
Dive into the dynamic world of real estate investing without the hassle of property management. This post explores five accessible avenues - REITs, Groundfloor, Fundrise, P2P lending, and wholesaling - enabling you to capitalize on real estate opportunities without ever needing to clean toilets. Perfect for both novice and seasoned investors, our guide presents an uncomplicated roadmap towards achieving financial independence through smart, hands-off real estate investments. Expand your wealth strategy toolkit with FreedomDayWealth.com's insights and discover the true freedom of passive income generation.
Jeff Kikel reflects on one year after his Freedom Day.
By Jeff Kikel 04 Jul, 2023
🎉 One Year Into Freedom: A Whirlwind of Emotions! 🎉 Dive into this candid and humorous recount of a year since achieving Freedom Day! 🚀 From being wrapped up in red tape to building a Bucket List GPS for happiness, this blog post has it all. 💡Discover why it's okay to take your time settling into a work-optional lifestyle, and how Freedom Day is the ultimate spring cleaning for your soul. 🧹 Don't miss the quirky insights and heartwarming reflections. #FreedomDay #WorkOptional #BucketListBliss"
To Quit or Not To Quit: Reaching Your Freedom Day
By Jeff Kikel 25 May, 2023
For me Freedom Day occurred in July of 2022. After building multiple businesses and other passive income, I was able to sell my interest in my financial practice and also sell another business that I had been developing. At that point, I had a decision to make. What was I going to do for the rest of my life? For almost thirty years I had been working with people to help them reach retirement. Was I ready to quit? Not really.
How to Create Passive Income
By Jeff Kikel 25 May, 2023
One of the most difficult things for me was changing my mindset from Active to Passive Income. Growing up as a Gen Xer, the son of Baby Boomers, I was taught to go to school and work hard. That was the way I approached entrepreneurship. When I wasn’t making enough money from one business I would start another. The problem was that I had built a house of cards. At the peak I was typically working 70-80 hour weeks, typically waking up at 6am and working until 9 or 10 each night. I also worked both days on the weekends.
Transitioning from a Paycheck Mindset to a Income Creation Mindset
By Jeff Kikel 25 May, 2023
My parents told me that you need to get a good education, have a family, save money, and then retire around 66-67. That didn't sound good to me. I followed that prescription, helping others do the same, until I realized it wouldn’t work for me.
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Our Team

Jeff Kikel, ChFC, CRPC, ASBC

President

Crystal Kikel

Vice President  Operations  and Marketing

Monica Cabahug

Senior Executive Assistant

Roy Snarr, CFF, CLTC, LACP, NSSA

Insurance, Long Term Care, Social Security Specialist

Jason Fisher

Medicare Specialist



Schedule a Complimentary 15 Minute Strategy Session

Speak to one of our advisors today to discuss your specific needs and how we can help you reach your Freedom Day.

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