Financial Planning | Freeman Capital

Financial planning is the key
to a brighter financial future.

Discover how financial planning can help you live the life you want.

A good financial plan helps you bridge the gap between investing, budgeting, maximizing tax savings, and reaching your goals so that you feel in complete control of your money.    

Unlike many wealth management companies, we don’t just focus on investments. Instead, we take your entire financial situation into account.

We’ll help you make key financial decisions with confidence and regain control of your day-to-day finances.

Choose A
CERTIFIED FINANCIAL PLANNER™

Many people call themselves “Financial Planners”, but only some of them are truly certified.

Only a true CERTIFIED FINANCIAL PLANNER™ professional (CFP®) is held to rigorous educational and ethical standards. CERTIFIED FINANCIAL PLANNER™ professionals ensure you’re always getting the right recommendations based on your goals, tax implications and market conditions. 

A CERTIFIED FINANCIAL PLANNER™ professional will help you do more than fill in budget sheets or tell you to save more. They’ll make sure your goals are attainable, aligned with your lifestyle, and give you a detailed plan about how to make it all happen. You’ll never be left wondering, “Am I doing the right thing?” or “I hope this works!”.  

CERTIFIED FINANCIAL PLANNER™ professionals have helped people just like you overcome problems such as:

  • Overwhelming debt (credit cards, student loans, car payments) 
  • Paying off mortgages 
  • Saving for early retirement  
  • Buying a home 
  • Saving for college
  • Investing wisely
  • Tax burdens

CERTIFIED FINANCIAL PLANNER™ Professionals

Rick Taborda

Ashleigh Brooker

Malcolm Ethridge

Alec Robinette

Accountability +
Regular Check-Ins

Life happens and plans change. An essential part of our service is continually checking in and encouraging you to stay on track with budgeting, saving, and investing. Accountability can help you reach your goals faster. 

You’ll always have access to the Freeman Capital support team. You can also see how often you’ll talk with your CERTIFIED FINANCIAL PLANNER™ professional in our transparent pricing guide.

It’s easy to get started

Our financial planning process is dead-simple, so you can spend less time worrying about the right decision and more time maximizing your hard earned cash. You can choose from a variety of plans to fit every lifestyle and budget. 

01

Connect your accounts &
decide on your financial goals

02

Have a one-on-one financial planning call with one of our CERTIFIED FINANCIAL PLANNER™ professionals

04

Continue your path to financial freedom!

03

Discuss specific action steps and decide on a plan

01

Connect your accounts &
decide on your financial goals

02

Have a one-on-one financial planning call with one of our CERTIFIED FINANCIAL PLANNER™ professionals

03

Discuss specific action steps and decide on a plan

04

Continue your path to financial freedom!

You Can Count On

Personalized Financial Advice from a CERTIFIED FINANCIAL PLANNER™ professional
Products that will help you reach your goals
Regular reports based on your preferences
A secure way to invest & a team protecting your privacy
Transparency on fees
Your best interest in mind

A CERTIFIED FINANCIAL PLANNER™ professional is an essential part of a wealthy financial future. When your hard earned cash is on the line, we don’t believe you should settle for anything less.

Unlock your financial potential now!

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