Who we work with


There comes a point in every person's life where we say five life-changing words "I am going to retire." We understand exactly how important and daunting that one phrase can be. We will help you prepare for retirement, build a plan for success, implement customized solutions, and monitor your progress so you can relax, enjoy and feel confident about that next chapter in your life. 

Business owners

We work with and advise business owners in all facets of their personal and business finances.  Our team will build customized investment strategies, bring credit and lending solutions for growth and sustainability, help employees be retirement ready, and be your trusted advisors for everything in between.  As your one stop advisory team, we will save you valuable time and energy that can be focused on the things that matter most to you and your business.

Executives and upper management

Our full service advisory team helps executives and upper management individuals and their families with all areas of their personal finances. We will help you plan for that next step in your life, build a financial strategy, manage complex compensation and savings plans and manage risk.  We will work with you to customize a strategy that accomplishes your short and long term needs.

Families and individuals in need of professional guidance

Here at Team Freeman, we fully understand that people and clients can not be pushed into boxes. All of our clients have unique and specific needs and are looking for thoughtful personalized solutions.  We strive to understand what is important to you and will build a plan and strategy designed specifically to target those needs.  However big or small, every goal is important.

Team Freeman is here to assist you in achieving your financial dreams. Contact us today to set up a consultation. 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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