Our Services

With our 25 years of experience in wealth management our mission is to safely and consistently grow our clients wealth through independent, unbiased, customized solutions intended to match each client's values, principles and objectives. We bring an unwavering commitment to personalized client service and planned simplicity. Our advice is honest and backed by extensive knowledge and experience.

Our Services Include:

Investment Planning
Portfolio Analysis
Retirement Planning
Income Tax Planning
Education Planning
Estate Planning
Cash Flow Planning
Special Needs Planning
Risk Management/Insurance Planning
Long Term Care Planning

Disclaimer:

Freeman Financial Advisory, LLC is a State Registered Investment Advisory firm. This web site is intended to provide general information about our firm, our services, and as a method for contacting us. No information herein shall be construed as an offer to "buy," "purchase" or "sell" a security. We do not provide investment advice at this web site. We will only render investment advice, recommendations or services after the following conditions have been met:

1. Delivery of our form ADV Part II to you.
2. Execution of an Investment Advisory and/or financial planning Engagement Letter between clients and ourselves.

Although information and materials contained in this website are gathered from data we believe to be accurate at the time of publishing, it is not guaranteed as to accuracy and is not represented as complete or intended as the primary basis for investment decisions. Information presented herein is not to be construed as advice meeting the particular needs of any investor. All mention of performance is based on historical experience. It should not be assumed that past performance is any indication of future results.