At Freel Ascent Financial, we believe that financial freedom is a journey, not a destination. With the right guidance, education, and support, anyone can ascend to new heights of financial success and security. We empower individuals, families, and businesses by equipping them with the knowledge and tools needed to build a solid foundation for the future and create a lasting legacy.
We approach financial planning with a clear focus on education-first and protection-first principles. Our goal is to help you understand, manage, grow, and protect your wealth—empowering you to make intentional and confident decisions. By providing proactive support and personalized solutions, we help you navigate the complexities of financial strategies with clarity and peace of mind.
At Freel Ascent, we understand that each financial journey is unique, which is why we emphasize long-term relationships built on trust, integrity, and genuine care. Our commitment to your success goes beyond just the numbers—we aim to be your trusted guide as you reach new financial heights and live a fulfilling life today and in the years to come.
At Freel Ascent Financial, our mission is to guide individuals, families, and businesses toward financial independence and security by providing tailored solutions that empower them to achieve their unique goals.
We offer a comprehensive range of financial strategies—ranging from insurance to investment solutions—that are designed with your specific needs in mind. We focus on building lasting relationships and providing personalized guidance that goes beyond transactions, ensuring that every decision is aligned with your long-term aspirations.
Rooted in unwavering integrity and transparency, we strive to create a foundation of trust and empowerment for those we serve. Our goal is to make financial knowledge accessible, helping you navigate your financial journey with clarity, confidence, and purpose—so you can make informed decisions and secure a future that reflects your values.
Freel Ascent Insurance & Financial Services provides a unique approach to financial guidance, inspired by the journey of hiking up a mountain. With services thoughtfully organized in stages, we empower you to reach your financial summit step-by-step. Based in the breathtaking surroundings of South Lake Tahoe, our experienced team is dedicated to walking alongside you, ensuring you make informed decisions every step of the way. Join our 'Trusted Circle' for access to a network of local professionals who add extra value to your journey.