The Freedom Benefits business model

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Freedom Benefits was launched in 1997 to help small business owners and their employees gain the full benefits of the tax code on a platform that was simple and affordable.

Tax-advantages employee benefits are the ultimate tax saving tool. The benefits can be easily calculated to exceed the cost, the tax impact is immediate and certain, and the positive financial impact on the business and individual employee extend beyond the specific benefit program itself.

The difficulty with our model is the level of personal professional contact needed. While technologies have taken over a large part of the employee benefit industry, we still rely on personal contact for all client-facing services because that’s what works best for the small businesses we serve.

We now provide support service for 39 different tax-advantaged benefit plans, and each can be customized to fit each employer.

Over these years we served businesses in all 50 states. It usually starts with a free consult or shared document from our extensive benefit plan library. Owners realize that they would benefit from ongoing professional support, and services typically evolve to an agreement that supports the employees as well as the owner.