Resources
3 Point Plan for COVID
We know that COVID-19 has caused a lot of stress on people. Not only about their health but also when it comes to their money.
Daryl Shaw
May 17, 2020
Build A Wealth Legacy
We know the financial system hasn’t always been fair to people of color. But, we are designed to do just that. At Freeman Capital, game-change your future with unbiased, judgement-free guidance from a Certified Financial Planner that will help you on your path to building real wealth for generations to come. Schedule a chat with one of our advisors today.
Build A Wealth Legacy
We know the financial system hasn’t always been fair to people of color. But, we are designed to do just that. At Freeman Capital, game-change your future with unbiased, judgement-free guidance from a Financial Planner that will help you on your path to building real wealth for generations to come. Schedule a chat with one of our advisors today.
Investments
INVEST AND BUILD WEALTH
Tax Planning
MINIMIZE BURDEN, MAXIMIZE RETURNS
Inheritance Advisor
ADJUST GOALS AND STRATEGIES
Retirement Planning
BUILD STABLE INCOME STREAMS
Financial Goals
ACHIEVE YOUR FINANCIAL GOALS
Debt Management
BUILD AND REACH YOUR FINANCIAL GOALS
Tax Planning
MINIMIZE BURDEN, MAXIMIZE RETURNS
Investments
INVEST AND BUILD WEALTH
Inheritance Advisor
ADJUST GOALS AND STRATEGIES
Retirement Planning
BUILD STABLE INCOME STREAMS
Financial Goals
ACHIEVE YOUR FINANCIAL GOALS
Debt Management
BUILD AND REACH YOUR FINANCIAL GOALS
We Understand You and
Your Wealth
We know firsthand that creating generational wealth isn’t easy. Getting out of debt or saving for a goal can be the most pressing need to secure your current financial wellness. But true legacy wealth can help you ensure your future generations have a jump start. We help you create plan and identify these opportunities.
1. Authentic Human Expertise
Our Financial Planners are bound by fiduciary standards
and are required to act in your best interest. It starts with a free, objective, no obligation portfolio review.
2. Personalized Wealth Plan
Get a personalized plan and complete view of your wealth. With our personalized monthly action steps, meet your goals all while we stay by your side and hold you accountable.
3. Long-Term Wealth Planning
Go deeper – Generational wealth creation doesn’t stop at retirement planning. Complement your portfolio with insurance, diverse investments, or other asset building opportunities.
News
Freeman Capital: 60 Second Market Review
We want to put you in a place to win. Here is what you need to know to get ready for the market this week.
Daryl Shaw
April 27, 2020
News
COVID-19 Financial Relief: Help for New Clients
Freeman Capital is working to close the racial wealth gap by offering free wealth building services during COVID-19 March 30, 2020 (Charlotte, NC) – Freeman‘s founder,
Daryl Shaw
March 25, 2020
Wealth Is Opportunity
Income inequality only tells part of the story when it comes to economic gaps between white and minority families. Wealth isn’t just money in the bank, it’s a path towards equal opportunity. It’s insurance against tough times, better education and job opportunities, and access to diversified assets that can carry your financial future forward. Ultimately, your increase in net worth can be a springboard to creating generational wealth.
Financial Accountability
Built for People of Color
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.
Dedicated Wealth Management
Routine Meetings
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.
Investment Planning
Get Investment Portfolio Recommmendations
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.
Financial Accountability
Built for People of Color
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.
Dedicated Wealth Management
Schedule Routine Meetings
With Your Certified Financial Planner
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.
Investment Planning
Built for People of Color
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.
Organizations that stand with us
These socially aware collaborators help us provide useful tools and programming for our members.