Freedom First Retirement Design – Designing Freedom Through Innovation.

Designing Freedom

Through Innovation.

At Freedom First Retirement Design, our mission is to empower clients to achieve true financial freedom and stability, allowing them to live the life they have always envisioned. We go beyond conventional strategies, using innovative insights to craft personalized financial plans that put you in control of your future. After years of hard work, you deserve clarity on how your assets are protected and how you can turn your retirement dreams into reality.

Dustin Tait

Fiduciary Investment Advisor

Pursuing Stability.

Building Freedom.

Dustin Tait’s journey is marked by resilience, determination, and a spirit of independence. Originally from New York, he was inspired by his father, a NYSE Portfolio Manager, and envisioned himself following in his footsteps. After relocating to Tennessee, Dustin earned his degree in accounting from the University of Tennessee and began his career at one of the world’s largest tax management firms. This experience paved the way for his return to New York, where his ambition and clear career vision led him to a role as a financial analyst at one of the biggest banks in the country.

Through various roles on Wall Street, Dustin honed his skills and carved out a niche as a respected advisor. Realizing the constraints of the corporate sector, he decided to embrace entrepreneurship to better serve his clients. This led to the founding of Freedom First Retirement Design, a firm dedicated to providing personalized financial plans that pave the way to financial freedom.

Dustin’s commitment to his clients stems from his understanding of the profound need for stability and a hopeful future. His hard work in building his practice reflects his dedication to guiding people toward secure and confident futures, enabling them to live the lives they’ve worked so hard to achieve. Having helped his own family and friends attain financial freedom, Dustin now brings the same strategies and dedication to his clients.

“They help guide people toward a secure and confident Future.“

Holistically

Pursuing Independence.

At Freedom First Retirement Design, we leverage decades of experience to provide a comprehensive approach to financial planning. Our process integrates investment management, tax strategies, and estate planning into a solution tailored to your needs. By bringing these elements together, we help you gain the clarity and confidence needed to secure your assets and achieve your retirement goals. With our guidance, your future is carefully structured, not left to chance.