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.
Investments
Invest and Build Wealth
Retirement Planning
Build Stable Income Streams
Tax Planning
Minimize Burden, Maximize Returns
Inheritance Advisor
Adjust Goals and Strategies
Financial Goals
Achieve Your Financial Goals
Debt Management
Build and Reach Your Financial GoalsWe 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.
01
Authentic Human Expertise
Our Certified 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.
02
Personalized Wealth Plan
Cover the basics – 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.
03
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.
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
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
Get Investment portfolio recommendations
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.
Organizations that
stand with us
These socially aware collaborators help us provide useful tools and programming for our members.
How We Help You
Build Wealth
Financial planning + Investment management is at the core of our business. Guided by human advisors, our platforms help you view and monitor your progress.
Planning made Personal
Visualize Your Wealth
Start with a real human conversation with about your short term and legacy goals.
View your wealth plan in our portal, get monthly action steps and track your progress month to month.
Freeman Capital + Betterment
Industry Low Fees
We keep investing simple – no fluctuating scale based on your investment level. Pay a 0.20% flat annual advisory fee on what you invest. Yes, that low. No tricks!
Let’s Get Personal
Build Your Wealth Now
Creating wealth is not one size fits all. Our Certified Financial Planners are experienced and dedicated to helping you achieve your financial goals. We are here to guide you at every life stage including singles, newly married couples, families of all sizes, retirees, widowers, and anyone motivated to build generational wealth. Schedule a 30 Minute Call today to discuss how we can help you on your wealth journey!
Let’s Get Personal
Build Your Wealth Now
Creating wealth is not one size fits all. Our Certified Financial Planners are experienced and dedicated to helping you achieve your financial goals. We are here to guide you at every life stage including singles, newly married couples, families of all sizes, retirees, widowers, and anyone motivated to build generational wealth. Choose a plan that works for you with the option to upgrade, downgrade, or cancel your plan, at any time.