Freedom America

Wealth Management

Freedom America Retirement Services of New England was founded with the mission of helping people become financially secure and free in retirement.

About Freedom America

Wealth Management

After a combined 50+ years of experience working for Fortune 500 companies in their retirement benefits and retirement planning divisions, Jim Mayer and Sue Mayer have teamed up to bring their career expertise directly to couples, families and individuals who are five to 10 years away from retirement in Southern New England. The firm has deep experience with defined benefits plans, ERISA retirement plans, non-qualified plans, and stock purchase plans as well as banking and insurance.

Jim Mayer personally managed an elite team responsible for overseeing the management of millions of retirement plan participants for Fortune 500 firms including Boeing, Aetna, ExxonMobil, Honeywell and Nestle, with hundreds of billions of dollars in retirement plan assets. As an expert in large retirement plans, he regularly attended and spoke at industry conferences. He is passionate about retirement.

Sue Mayer leveraged her degree and skill in education to become a corporate trainer for Fortune 500 companies, educating employees in all aspects of their retirement, defined contribution, and defined benefit plans. She was recruited to New York Life Investment Management Company to help start up their retirement plan daily valuation business as well as spearhead employee benefits training.

Helping You Navigate to a

Secure Retirement

Get to Know Us

Freedom America Wealth Management is committed to helping you and your family navigate the complexities of retirement so that you can retire securely and successfully. Based in New England, Freedom America Wealth Management has three locations to serve you. Call us at (800) 679-0665.

Complimentary

Consultation

Schedule a no-fee, no-obligation appointment to learn more about how and when you might be able to retire securely!

Get to know us! Our offices are located in Mansfield, Massachusetts, 30 miles south of Boston. If you would like a more in-depth, personalized consultation, bring your financial documents along.

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Jim Mayer

Investment Adviser Representative, RFC®, RICP® President

Jim Mayer has spent almost 35 years in the financial services industry. His early career years focused on delivering retirement benefits to Fortune 500 companies. He is now an educator, working with the Council of Financial Educators to provide valuable information to assist families and companies on how to navigate through the retirement and savings process. A much-overlooked aspect of retirement planning is the proper understanding of Social Security benefits, along with ascertaining when and how to properly file.

Born and raised in Northern New Jersey, Jim attended Temple University in Philadelphia, Pennsylvania and St. Peter’s University in Jersey City, New Jersey, earning a Bachelor of Science in marketing management and a minor in mathematics. He learned the retirement industry from the ground floor working at the former Bankers Trust Company while still a senior in college as part of the bank’s cooperative education and management training programs.

After seven years, he had worked his way up to the position of bank officer, but then left the firm to relocate to New England for a project management position at State Street Bank. While there, he worked on complex corporate retirement plans and was promoted to senior vice president and then executive vice president, managing and overseeing State Street’s large corporate market division consisting of millions of retirement plan participants and hundreds of billions of dollars in plan assets. Clients consisted of household Fortune 100 and global corporations.

As a fiduciary and president of Freedom America Wealth Management’s three office locations, Jim offers complimentary consulting which includes an analysis of how different tax-qualified accounts like IRAs and 401(k)s, as well as pensions and Social Security benefits need to come together to form an overall income plan. “There’s no manual for retirement. So it’s key that clients make the right decisions in conjunction with all of their assets,” he says.

Jim is also trained in Six Sigma, LEAN and Continuous Improvement methodologies, and likes to apply systems design and continuous improvement in his own life. Jim is an Investment Advisor Representative with FamilyWealth Advisers, LLC, has his Retirement Income Certified Professional (RICP®) designation from the American College of Financial Services, and is a Registered Financial Consultant (RFC®) from the IARFC.

Jim hosts a weekly radio show. “Financial Safari Sundays” can be heard each Sunday afternoon from 4-5 PM on WPRO News Talk Radio- 99.7 FM or 630 AM.

Sue Mayer

Owner, Financial Advisor

With a passion to enable people to live in financial peace...

Sue Mayer of Freedom America Wealth Management applies her educational background and specialization in retirement plans to the clients she and husband Jim Mayer work with at the firm.

Sue enjoys using her gifts of teaching and training to help clients understand the importance of optimizing income from their pension, Social Security and tax-deferred accounts to come up with a financial strategy to create protected income in retirement. Sue also focuses on educating state employees who may be subject to the Windfall Elimination Provision which could reduce their Social Security income – evaluating the timing of when and how to claim Social Security and take their pension.

With an educational degree, Sue's earlier career years as a teacher were followed by a transition to the financial services industry where she was a senior vice president with a national financial services company.

As a corporate trainer at State Street Bank and Trust, she specialized in retirement plans and protection for plan participants as required by the Employee Retirement Income Security Act (ERISA) – the federal labor law that governs most employer retirement plans. That experience and her job responsibilities brought Sue to many Fortune 500 companies, where she was responsible for employee outreach, education and training in all aspects of defined benefit and defined contribution plans.

She was then asked to join New York Life Investment Management Company to assist in starting its retirement plan daily valuation business and to develop the employee training and education programs at the company.

Sue left corporate America during her two children's formative years, but continued to work part time in the educational field as well as creating and contributing her services to charitable-based organizations involved in funding overseas and domestic needs. In addition to her desire to ensure retirees don't outlive their money, Sue has been active in assisting families who are struggling financially, training them in the importance of an outward focused, financial mentality.

Married to Jim, the couple’s daughter is currently attending college in Virginia, while their son is in high school in Massachusetts. Like Jim, Sue has been involved in coaching their children’s sports teams and enjoys spending free time with her family.