Freedom First Retirement Design is an independent financial services firm serving clients in the Atlanta area, with an office in Sandy Springs. Its mission is to help people build financial security and pursue greater freedom in retirement through clear, personalized guidance. The firm works with clients to develop retirement strategies aligned with their goals, including planning for retirement income, preserving assets, and addressing legacy considerations. It uses a range of financial services and insurance products, selected to suit individual needs and objectives, rather than fitting clients to a predetermined product approach.

Freedom First emphasizes a personal approach and professional guidance, shaped by founder Dustin Tait’s commitment to helping people avoid financial vulnerability. The firm also provides educational resources, including retirement-income planning materials, financial literacy workshops, webinars, and insights on retirement topics. Prospective clients can schedule a visit or contact the team to learn more. Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser.