Le Lézard
Classified in: Science and technology, Business
Subject: PDT

Potomac Financial Group Announces the Launch of Freedom7

CALVERTON, Md., May 21, 2019 /PRNewswire/ -- Potomac Financial Group (PFG), a Maryland-based provider of financial planning and wealth management services, recently announced the launch of Freedom7, a proprietary 7-step financial planning process. Developed to help simplify the financial planning process, Freedom7 consists of a collective suite of specialized services exclusively designed to help refine all aspects of a client's financial well-being. The unveiling of Freedom7 follows an eventful 2018 for PFG as the company completed a successful rebranding project which gained national recognition and a Davey Award* for brand excellence.  

"Since 1973, we've achieved success through our distinctly personal approach to financial planning by consistently offering the very best in client care. Freedom7 builds upon our established formula for success with the addition of new online tools and a disciplined, success-driven approach," stated Todd Wike, Managing Partner at Potomac Financial Group, Financial Advisor at Raymond James Financial Services. "It's been a monumental 12 months for PFG and our clients. It's important to us that we have a brand that authentically represents our culture and instills confidence with our clients while always striving to provide the very best in services and solutions. We're excited to launch Freedom7 because we believe wholeheartedly in the merits of this comprehensive financial planning process and the immense value it provides. Its introduction is simply another extension of our client promise to leave no stone unturned when planning and proactively managing for our clients' needs of today - while helping to ensure their financial vision of tomorrow."

Driven by a combination of expertise, personal care and financial discipline, Freedom7 is designed to provide PFG the ability to more precisely manage its client's wealth and financial needs while empowering each to actively participate in the planning process. The process covers a wide range of services and solutions including: financial inventory management; personal net worth and budget statement evaluation; goal planning and monitoring; investment policy strategizing and development; risk tolerance assessment; plan progress tracking; and secure and easy storage of vital documents.

More information about Freedom7 can be found by visiting PFGFreedom7.com. To learn more about Potomac Financial Group and the company's financial planning and wealth management solutions, visit PotomacFinancialGroup.com.   

Media Contact:
Sara Aulebach
Executive Assistant & Marketing Coordinator 
Potomac Financial Group
Tel: 301.595.8600

About Potomac Financial Group | Since 1973, Potomac Financial Group (PFG) has served as a financial planning and wealth management firm singularly committed to helping its clients and families achieve financial independence and confidence. With over 45 years of combined experience, PFG has grown to be one of the region's leading financial planning firms through its innovative financial solutions and commitment to exemplary personal care. To learn more, visit PotomacFinancialGroup.com.

4061 Powder Mill Road, Calverton, MD 20705 
Phone: 877.595.8605

Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Potomac Financial Group and Raymond James Financial Services Advisors, Inc. Raymond James is not affiliated with and does not endorse the opinions or services of Muse Marketing + Creative.

Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. 

*This award is not based in any way on the team/individual's abilities in regards to providing investment advice or management. This ranking is not indicative of any advisors' future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with and does not endorse the Davey Award. 

Investing involves risk and you may incur a profit or loss regardless of strategy selected. Any opinions are those of Potomac Financial Group and not necessarily those of Raymond James.

Related Images

Potomac Financial Group

Related Links

Potomac Financial Group Website

Freedom7 Information

SOURCE Potomac Financial Group

These press releases may also interest you

at 07:13
Today, IAR Systems® announces full coverage for the RA Arm® Cortex® microcontrollers (MCUs) from Renesas Electronics Corporation. The complete development toolchain IAR Embedded Workbench® provides powerful code optimizations and comprehensive...

at 07:11
Sapiens International Corporation,  , a leading global provider of software solutions for the insurance industry, and a member of the Formula Group , today announced its financial results for the fourth quarter and full year ended December 31, 2019....

at 07:10
ReadCoor, Inc., a company leading true multi-omic spatial sequencing, today unveils its first product line, including multi-omic spatial sequencing assays and the RC2 instrument. The platform is powered by ReadCoor's proprietary FISSEQ (Fluorescent...

at 07:05
F5 today introduced its customer-focused approach to Application Protection, bolstered by new offerings and the company's recent acquisition of Shape Security. Informed by customer use cases, prominent industry attack practices, and threat...

at 07:05
Rocket Pharmaceuticals, Inc. ("Rocket"), a clinical-stage company advancing an integrated and sustainable pipeline of genetic therapies for rare childhood disorders, announces the recent publication of a peer-reviewed manuscript: the first...

at 07:05
Goldfinch Bio, a U.S.-based, clinical stage biotechnology company focused on discovering and developing precision medicines for the treatment of kidney diseases, today announced that Anthony Johnson, M.D., President and Chief Executive Officer of...

News published on 21 may 2019 at 21:26 and distributed by: