At Freeman Wealth Management, we work with a very specific set of clients.
Independent women, medical and real estate professionals, investment bankers, and high-net-worth individuals who require unique, carefully honed wealth management skills.
It’s what we do, day in, day out. We’ve been doing it for years. And we’re very good at it.
We know how to analyze, organize, grow, and protect your wealth. We know how to create a comprehensive, customized financial roadmap for you and, most importantly, how to hold you accountable. We know how to build a synergistic team of all your financial and legal professionals. We know how to give you financial clarity and confidence. And we know how to help you achieve your goals.
We also know how to earn your trust, build a meaningful relationship with you, and become your lifelong financial partner. Because at Freeman Wealth Management, we specialize in you.
You deserve to work with an advisor who has the time, experience, and skill to do proactive planning. And an advisor who will remain your guide along the way, keeping you on the right path and adjusting your course with the inevitable surprises of life.
We will help determine what’s important to you and design a financial roadmap around your goals.
Financial projections will be done on each goal so you’ll know exactly how you will accomplish each one, and what the probability of success is for attaining each goal in real-time.
We will help you to zero in on exactly what your monthly “burn rate” is likely to be going forward and assist you with budgeting and cash flow forecasting, as needed. We will give you specific advice on exactly how much cash reserves are appropriate for your unique set of circumstances.
We will organize your debt schedules, and after careful analysis, we’ll provide specific advice about whether it makes sense to retire the debt early and if so, work out a schedule for early repayment that works for you.
We will determine what kind of insurance you need and the best way to finance the coverage, including consideration of self-insure options to free up cash flow. For purchasing coverage, we will work to find you the right coverage at the best price for your needs.
If your situation warrants it, we will proactively reach out to your CPA to brainstorm ways to reduce your current year’s income tax burden. If needed, we will also reach out to your CPA in December to proactively look for tax-loss harvesting opportunities to reduce your tax bill.
We will help you to create an investment game plan that will give you a high probability of accomplishing your goals while also reducing extraneous fees and expenses wherever possible.
A complimentary meeting that delivers great value. You’ll see what it’s like to work with us without obligation to continue.
We’ll develop a plan with action steps to ensure you meet your goals before and during retirement.
Unlike most advisors, we provide the type of ongoing and proactive planning you require to keep you on track at all times.