Our Approach - South Lake Tahoe, CA

Every person, family, and business has distinct goals and values that shape their financial journey. At our practice, we recognize that no two paths are alike, which is why we tailor our approach to match your unique situation. While the strategies and tools we use are customized to your specific needs, we follow a structured framework that ensures every aspect of your finances is thoughtfully addressed. As your circumstances evolve, we adapt our process to keep your financial strategies aligned with your changing goals. No matter what success looks like for you, here’s what you can expect when you partner with us.

Phase I: Introduction & Discovery

Phase II: Analysis & Recommendations

Phase III: Implementation & Ongoing Review

☑ Empowering Clients Through Professional Guidance

At Freel Ascent Insurance & Financial Services, we’re proud to partner with New York Life, a Fortune 100 company,* to provide trusted financial solutions. Together, we aim to help families and individuals take control of their financial futures—one step at a time.

*New York Life is ranked #78 on the Fortune 500 list.

☑ Financial Education

Knowledge is the Key to Independence
We are passionate about empowering our clients with financial literacy. By helping you understand how money works, grows, and is protected, we lay the foundation for informed and confident decisions.

☑ Here When You Need Us

Personalized Support, Backed by Exceptional Resources
As part of a national network with access to world-class tools and resources, our team is always ready to support you—whether it’s planning for tomorrow or navigating life’s uncertainties today.

☑ The Strength of a Trusted Partner

Built on Integrity and Excellence
As a local agency with the backing of a Fortune 100 company, we bring the best of both worlds—personalized service and access to unmatched expertise in the financial industry.

☑ A Commitment to Your Success

Guided by Experience, Dedicated to Your Goals
While Freel Ascent is a growing agency, we leverage decades of experience from our partners to provide tailored solutions that align with your financial aspirations.

☑ Strategies as Unique as You Are

Your Goals, Our Focus
We work closely with you to craft personalized strategies designed around your specific needs, values, and goals, ensuring a financial strategy as unique as your journey.