AMERICAN FREEDOM

AF

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

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
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

A Commitment to American Values

American Freedom is more than just a financial services company – we are your partner in preserving the values that make this nation great. We are dedicated to assisting individuals and families in achieving financial freedom and security. With our unwavering commitment to American principles, you can trust us to be the beacon of financial stability in your life.
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