One on one guidance with a financial planner to help plan for life's biggest moments.
Manageable action steps that will tackle goals and build confidence in your financial future.
Wealth planning that will help provide financial security for you and your future generations.
White families often have a net worth of 10 times more than Minority families. Freeman Capital’s #1 goal is to reverse the trend, ensuring our communities and future generations thrive. This is why we go farther than other financial companies and support you through all aspects of growing your net worth.
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Your Monthly checkup is customized just for you and based on your goals and financial priorities. Working with a planner presents you with access to education, accountability, and recommendations from a certified expert.
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An investment plan is a part of your comprehensive financial plan. You shouldn’t have one without the other to truly meet your long-term wealth goals. We start by understanding your goals and risk tolerance to design a plan that appropriately allocates stocks, bonds, and etfs, to maximize your returns.
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