UlTImATE SUccESS GUIdEAbout Tad
Tad Hill is the President of Freedom Financial Group. He founded
Freedom Financial Group with his wife and business partner, Toni,
in order to fill a niche they felt was not being addressed properly in
the retirement planning environment —helping retirees and pre-
retirees in Alabama find answers to issues that may affect their
quality of life during retirement. They believe each investor is unique and no single strat-
egy is right for everyone. In fact, the defining point that separates their process from other
firms is that they carefully identify all of the “must-know facts” that are critical to the
individual client’s retirement success BEFORE they make investment decisions. This goes
far beyond a “risk tolerance” questionnaire that is employed by typical firms. Eliminating
potential risks for their clients’ retirement success is done through a four-step process,
including: Income Planning, Investment Planning, Legacy Planning and Tax Planning. This
approach requires more effort on the part of Freedom Financial, but results in a roadmap
that creates a sense of security for their clients.
Tad is a Chartered Retirement Planning Counselor (CRPC®), a Registered Financial
Consultant (RFC) and holds a Series 65 License. He is an Investment Advisor Representative,
offering advisory services through Global Financial Private Capital, LLC, an SEC Registered
Investment Advisor, and he also holds insurance licenses in the state of Alabama. Tad is
honored to be the co-host of the nationally syndicated television show “Retiring Well.” He
is also a frequent financial commentator on ABC’s “Talk of Alabama” and Fox 6’s “Good
Day Alabama.” You can also hear him weekly as the co-host of the Financial Safari Radio
Show on 105.5 WERC, 101.5 WAPI, and 100.5 The Source. He was recently recognized in
Newsweek as one of the nations “Financial Trendsetters” and has co-authored two books.
The first book is an updated version of the Napoleon Hill classic Think and Grow Rich and
the second is the Ultimate Success Guide with Brian Tracy.
Tad is a member of the Better Business Bureau, the National Ethics Bureau and the In-
ternational Association of Registered Financial Consultants. He was awarded the Global
Financial Fiduciary Excellence Award in 2011 & 2012, and he was featured on the cover
of Advisors Excel’s AE Insider magazine in 2012 as the leader of one of the fastest grow-
ing financial planning firms in the country. He and Toni are graduates of Auburn University
and reside in Indian Springs with their three daughters: Peyton, Tyler and Shannon.
To schedule a time to discuss your financial future, contact us at:
[email protected] or call us at 205-988-0006 today!
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered
Investment Advisor.
Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing com-
pany, and are not offered through Global Financial Private Capital.