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
Sara.Aulebach@RaymondJames.com
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.
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Potomac Financial Group
Related Links
Potomac Financial Group Website
Freedom7 Information
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SOURCE Potomac Financial Group