Freeman Group Private Wealth Management works closely with business owners, professionals and retirees as their primary custodial wealth manager.
Our experienced team provides extensive advice for your retirement including tax, estate, insurance and charitable giving strategies. We work with you to design a personalized plan that will achieve what is most important for you and your loved ones.
To ensure your plan continues to meet your needs throughout retirement, we will establish regular meetings to provide suggestions and make adjustments where required. All of this is done while making sure we minimize tax, maximize your estate and provide peace of mind for you and your family.