WHO WE ARE

We are a privately owned wealth management firm dedicated to empowering individuals, families, and businesses to achieve financial freedom and security. At American Freedom Wealth Management and Asset Protection, our independence allows us to put our clients first, offering personalized and unbiased financial strategies that align with your unique goals and values.

Our team of experienced advisors is committed to building lasting relationships, taking the time to understand your financial situation, aspirations, and challenges. We believe in a holistic approach, integrating investment management, estate planning, tax strategies, and risk management to create comprehensive financial plans that protect and grow your wealth.

As your trusted ally in the financial industry, we are driven by a mission to reclaim financial power for the people—storming the gates of corporate banks and providing transparent, reliable, and effective wealth management solutions. With us, your financial future is in safe hands, guided by a team that values integrity, transparency, and unwavering commitment to your success.

WHAT WE DO

We Build, Manage, & Protect Generational Wealth

WEALTH MANAGEMENT

We offer a comprehensive financial service that combines various financial planning and investment management strategies to help you, your family, and businesses manage and grow their wealth.

ASSET PROTECTION

We offer a wide range of life insurance policies, each designed to meet different financial needs and goals. Our job is to determine the most suitable option for you, your family or your businesses.

INCOME PROTECTION

We offer short & long term disability insurance and LTC which provides income replacement if you are unable to work due to illness or injury. It ensures that you can maintain your standard of living even if you lose your ability to earn an income temporarily or permanently.

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WHAT WE OFFER

INVESTMENTS

We provide access to a broad selection of Mutual Funds, ETFs, Customized Portfolios, Retirement accounts; Traditional & Roth IRAs, Simple & Sep IRAs, SoloK, 401K rollovers, Fixed & Variable Annuities, 529 Plans, UTMA/UGMA accounts, Real Estate Investments, Alternative Investments; Private Equity Funds, and Tax-Efficient Strategies.
Whatever your needs, our goal is to empower you with the right investment solutions to manage and grow your wealth effectively. Let us help you build a solid financial foundation and achieve your short & long-term financial goals.

LIFE INSURANCE

We offer a wide range of life insurance options, including Term Life Insurance for affordable, temporary coverage; Whole Life Insurance for lifelong protection and cash value growth; Universal Life Insurance for flexible premiums and investment opportunities; and Final Expense Insurance to cover end-of-life costs.
Whatever your needs, we have the right solution to protect your loved ones and secure your financial future.

DISABILITY INSURANCE

Disability insurance provides income replacement if you are unable to work due to illness or injury. It ensures that you can maintain your standard of living even if you lose your ability to earn an income temporarily or permanently.

LONG TERM CARE

Long-Term Care Insurance (LTCI) is a specialized form of insurance that covers the costs of long-term care services, which are not typically covered by traditional health insurance. LTCI is designed to help cover the cost of care needed for individuals with chronic illnesses, disabilities, or other conditions that require assistance with activities of daily living (ADLs), such as bathing, dressing, eating, toileting, grooming, and more.

WILLS & LIVING TRUSTS

We offer comprehensive estate planning services, including Wills and Living Trusts and Estate-Tax planning services to help you protect your legacy and ensure your wishes are honored. Our personalized solutions provide peace of mind, ensuring your assets are distributed according to your wishes and your loved ones are cared for.
Whether you're planning for the future or need to update your current documents, we're here to guide you every step of the way.

HOW WE CAN HELP

INITIAL CONSULTATION

Start your journey with us by scheduling an initial call. During this conversation, we'll ask you a few questions to understand your needs and the purpose of our meeting. We’ll then arrange a convenient time for a more in-depth discussion, either at our office or through a webinar, based on your preference.

STEP ONE

DISCOVERY MEETING

In this first meeting, we take the time to get to know you better. We’ll explore your current financial situation, learn about your family and business, and work with you to uncover your short and long-term financial goals. This meeting is all about understanding your unique circumstances and aspirations.

STEP 2

Customized Financial Solutions

After gathering all the necessary information, our team of advisors collaborates to design personalized financial strategies tailored to your specific needs. We’ll present you with multiple options, ensuring you have a clear understanding of each and can make informed decisions about your financial future.

STEP 3

Implementation & Ongoing Support

Once you’ve chosen the best path forward, we take care of the rest. Our office managers will prepare all the necessary paperwork, making the process smooth and effortless for you. But our relationship doesn’t end there—our commitment to your financial well-being continues with ongoing advice and annual follow-ups to ensure you stay on track.

STEP 4

MEET THE TEAM.

Meet the people who make it all possible, learn about their skills and experience, and see why they're passionate about what they do.

CEO

Kathy Lewis is the CEO and Co-Founder of American Freedom Wealth Management & Asset Protection. With a deep passion for financial empowerment, Kathy has dedicated her career to helping individuals and families navigate the complexities of wealth management.

After earning her degree in Business Management, Kathy quickly rose through the ranks working for both publicly traded finance corporations and small businesses, gaining invaluable experience and insights. Her time in these roles highlighted the immense benefits of being private & independently owned—more options, fewer restrictions, and the ability to offer truly personalized client solutions.

Kathy identified a critical gap in financial literacy, recognizing that too many Americans lack the education and resources they need to secure their financial futures. Determined to be part of the solution, she founded American Freedom with the mission of providing clear, trustworthy, and actionable financial guidance. She prides herself on being a resource that American citizens can rely on to get the answers they need.

Kathy’s professional achievements speak volumes: she managed a corporate office for many years, consistently ranked as a top producer, and successfully owns and operates her own office today. Under her leadership, her office was repeatedly ranked #1 out of 100 offices, reflecting her dedication to excellence and client success.

Kathy Lewis is more than a financial advisor—she is a leader, a mentor, and a champion for financial independence, committed to making financial literacy accessible to all.

CRD# 7525170

CFO

AMERICAN FREEDOM

AF