About Us
Freedom Financial Planning Solutions
One-on-One Planning Without the Sales Pitch
We believe financial planning should feel personal—not transactional. You’re not just looking for numbers, products, or cookie-cutter advice. You want guidance you can trust, from someone who listens, explains, and stays with you over time. That’s what we do here.
Whether you’re preparing for retirement, navigating a major transition, or just want to know your money is working the way it should, we’ll help you make decisions with clarity and confidence.
Who We Work With
Helping You Plan Ahead
- Individuals and couples planning for retirement (ages 50+)
- Retirees who want help managing income and taxes
- Military veterans transitioning to civilian careers
- Professionals navigating student loans
Steve Underriter
Mission
Empower retirees and military retirees to prepare and live their best lives using financial solutions that are built on compassion and understanding.
Values
- Honesty
- Integrity
- Transparency
- Accountability
- Trustworthy
Engagement Standards
We believe great planning starts with clear expectations on both sides. Our Engagement Standards outline what you can expect from us—and what we ask from you—so we can work together effectively.