About Us
“I have always taken the ‘education first’ approach,” says Mitch about his style of working with clients. “Retirement is a complex topic that many people don’t fully understand. It is my commitment to my clients to bring them in as active participants and to help them simplify their financial goals for safety and security.”
GET TO KNOW
Mitchell Balasu
President and Founder
Mitch Balasu has consistently been able to serve clients’ needs due to his impeccable work ethic and customer-oriented philosophy. He’s delivered winning strategies that have successfully gained billions of dollars in corporate contracts. Mitch has presented outstanding solutions that his customers previously hadn’t thought of, which led them to greater success!
After enduring tremendous financial losses in his Retirement Nest Egg during Stock Market downturns of 2000-2001 (the “.com” bubble burst, and 9/11 terrorist attacks), as well as during 2008-2009 (the Lehman Brothers mortgage bubble burst), he decided to stop relying on his financial advisor, and started his quest to find the proper financial tools to grow and protect his own & his loved-one’s lifetime savings from devastating market declines. Mitch strives to educate as many people as to how to be in control of their destiny so that no one will go through what he did, and sleep peacefully at night.
When Mitch found the winning-solution, he was unstoppable. He attended the courses, passed all insurance industry exams, acquired all licenses required, and established Freedom Financial and Life professional company. He set out with the objective to educate and help clients eliminate confusion in planning their financial future, while protecting their Principal from market declines, with Reasonable Rates of Return** over time. Mitch shows his clients how they can be in control of their retirement future, and avoid being ruined by the Stock Market volatility, or excessive taxes. He is confident when he says:
Mitch chose to make a difference by showing clients how to control their own retirement future. Freedom Financial and Life PLLC, was created with the goal of helping clients accomplish their retirement goals, by keeping their money safe and eliminating confusion about their financial options.
Freedom Financial and Life is one of the leading financial advisory firms in the country. Mitch is professionally licensed and highly recognized, in personal finance. Mitch is focused on one thing, and has learned to do that thing very, very well: Protecting clients’ financial future. His goal is for people to be able to have certainty in an uncertain world, and have confidence that they won’t run out of money. He’s specialized in helping clients to retire “happily ever after.”
Mitch Balasu has been dispensing actionable advice to people seeking financial security for years. He cares a lot about what he does. As a result, it’s no surprise he’s one of the best financial retirement advisors. Non-nonsense, practical advice is what Mitch is about. You can discuss with him your plans for downsizing, delaying, or starting your Social Security Benefits. Furthermore, he can give you advice about spending wisely, protecting your money, and opportunities to earn a reasonable rate of return.
More About Mitch
Mitch loves educating younger generations on how to start their and position their finances for a more successful life. We all know how important it is to start saving early. This is something that is, unfortunately, not taught in schools.
When it comes to Mitch’s background, he started out as an aerospace engineer. In the aerospace industry, everything has to be perfect. Airplanes have to be the best and safest they can be. During that time, between 2000 and 2009, he was searching for someone “As expert in finance as [he is] in aerospace!” Unfortunately, his current financial advisor didn’t meet that standard, and he lost a lot of money due to the market dips during that era.
Mitch is happily married with three adult children and one grandchild. His wife helps him run Freedom Financial, acting as the Director of Events for the company.
Nala, our small Tibetan Spaniel little one that gives us unconditional and infinite love
Our Family
My youngest daughter Vivian, Appointment Setter for Freedom Financial and Life, with our youngest dog Lily
Yes, I would like a no-cost, no-obligation, discovery meeting!
Let’s get started planning for the retirement you deserve.
