Brad Freels is the President and CEO of Southwest Retirement, Inc. For over 18 years Brad has helped hundreds of Oklahomans plan and secure their financial future.
Brad, and his team of financial professionals have expertise in a variety of areas, including:
-Comprehensive Income Planning
-Safe Money Strategies
-Social Security Maximization
-Estate and Legacy Planning
-Medicare Benefits & Transition
Brad's goal is to provide strategic retirement and income solutions based on his client’s unique goals and objectives, risk tolerance and timeline resulting in a sound strategy to achieve desired financial goals throughout their retirement years.
Brad's company continues being an active member of the National Ethics Association and has maintained an A+ Rating with the Better Business Bureau of Oklahoma.
Areas of Expertise Licenses
-Asset Management
-Investment Planning
-Income Planning
-Social Security Maximization
-Tax Planning Strategies
-Estate & Legacy Planning
-Medicare Benefits & Transition
-ACA (Affordable Care Act) subsidy strategies
Licenses
-Series 65 Securities Registration
-Federal Retirement Consultant - FRCsm
Oklahoma Insurance License
-Life
-Health
-Long Term Care
-Annuity