Tax Planning

Tax Planning

Let's talk about applying tax-smart investing techniques in your managed portfolio throughout the year

Become tax-efficient As you grow your wealth

Tax Strategies

We’ll set you up with a tax plan that will help you where you are now, and get you where you want to be. With the right plan, taxes don’t have to be terrible. We can help you use taxes to your advantage.

We can’t escape taxes, but we can avoid making the mistake of paying too much or too little. Tax laws change each year. It’s no surprise that dealing with your taxes can bring on overwhelm and stress. We will walk you through what tax planning is, how to start, and how it can potentially save you money as you build your wealth.

Tax planning can help you:
Take full advantage of deductions and credits you may qualify for
Choose tax-efficient accounts and investments
Determine how selling or holding assets could impact your tax bill, and how to calculate your cost basis
Make tax-efficient retirement withdrawals
Determine tax-efficient ways to transfer or gift assets to heirs

  • To minimize litigation
  • To reduce tax liabilities
  • To ensure economic stability
  • To leverage productivity

Get started in a few simple steps...

We aim to empower those who have traditionally been ignored by the wealth management industry to take hold of their financial futures and create a legacy for future generations.

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.​

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.

You work hard for your money. Now let’s make your money work hard for you. Investing can seem complicated but we want to simplify the process and lay out all your options, without the jargon.

Go deeper – Generational wealth creation doesn’t stop at retirement planning. Complement your portfolio with insurance, diverse investments, or other asset building opportunities.

Membership Includes these 1 on 1 Services:

Financial Goals

Visualize where you want to be in the future, then shoot for it.
Set Your Goals

Retirement Planning

Set yourself up for success with a personalized retirement plan.
Plan Your Retirement

Debt Management

Get accountability, reach your goals, and watch that debt drop!
Manage Your Debt

Inheritance Advisor

Make your inheritance count for generations to come.
Inherit your Future

Tax Planning

Tax planning makes it easier to build your personal finances
Prepare Your Taxes

Investments

Invest with what you have, even if you’re new to investing.
Start Investing

Monthly Membership

Save $15 with Promo Code: 15OFF
$64.99
$ 49
99 /Mo
  • 1 on 1 Advice by a Financial Planner
  • Customized Investment Portfolio
  • Tools you need to Build Wealth

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.   

Tax News & Education

Stay updated and get news and tips about how to build your wealth.

Inheritance Advisor

Inheritance Advisor

Managing your family's affairs after a loss can be overwhelming. It's our goal to guide you through that process with information and forms to help you organize and protect your family.

The torch has been passed. Keep the legacy burning for future generations.

Protecting what you’ve worked so hard for over the years is important. Legacy Planning is about being proactive and placing your family in a better place for the unexpected life events that occur. 

 

We’ll conduct an Insurance analysis to see if you are over or under insured and help you make decisions about the right insurance products for you and your loved ones.

 

We partner with  you to determine what transferring and protecting your wealth looks like for the next generation. 

Get started in a few simple steps...

We aim to empower those who have traditionally been ignored by the wealth management industry to take hold of their financial futures and create a legacy for future generations.

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.​

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.

You work hard for your money. Now let’s make your money work hard for you. Investing can seem complicated but we want to simplify the process and lay out all your options, without the jargon.

Go deeper – Generational wealth creation doesn’t stop at retirement planning. Complement your portfolio with insurance, diverse investments, or other asset building opportunities.

Membership Includes these 1 on 1 Services:

Financial Goals

Visualize where you want to be in the future, then shoot for it.
Set Your Goals

Retirement Planning

Set yourself up for success with a personalized retirement plan.
Plan Your Retirement

Debt Management

Get accountability, reach your goals, and watch that debt drop!
Manage Your Debt

Inheritance Advisor

Make your inheritance count for generations to come.
Inherit your Future

Tax Planning

Tax planning makes it easier to build your personal finances
Prepare Your Taxes

Investments

Invest with what you have, even if you’re new to investing.
Start Investing

Monthly Membership

Save $15 with Promo Code: 15OFF
$64.99
$ 49
99 /Mo
  • 1 on 1 Advice by a Financial Planner
  • Customized Investment Portfolio
  • Tools you need to Build Wealth

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.   

Legacy Planning News & Education

Stay updated and get news and tips about how to build your wealth.

Debt Management

Debt Management

We will help you create a debt repayment plan or your specific situation

We will create strategies to pay off credit cards and loans

Your debt may feel like a heavy weight on your shoulders. Paying it off doesn’t have to be all or nothing. We will help you create a debt repayment plan for your specific situation. We will create strategies to pay off credit cards and loans.

 

Take Control of Your Debt

We hate the feeling when debt is in control. Hate opening up mail, ignoring unknown calls. We know that feeling. Many of us have had to overcome big debt and we can do the same for you.

 

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Speak with your planner to learn the best way for you to pay debt off. Depending on the situation, there are a number of tools you can use, debt consolidation, debt settlement but our favorite is the debt snowball.

The debt snowball is a way to take the current amount you are paying monthly toward your debts but structure the payments to pay the smallest first, then use that money for the next debt until they are all paid off.

We are happy to build a specific holistic financial plan for you that can include your debts, goals and investments.

Get started in a few simple steps...

We aim to empower those who have traditionally been ignored by the wealth management industry to take hold of their financial futures and create a legacy for future generations.

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.​

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.

You work hard for your money. Now let’s make your money work hard for you. Investing can seem complicated but we want to simplify the process and lay out all your options, without the jargon.

Go deeper – Generational wealth creation doesn’t stop at retirement planning. Complement your portfolio with insurance, diverse investments, or other asset building opportunities.

Membership Includes these 1 on 1 Services:

Financial Goals

Visualize where you want to be in the future, then shoot for it.
Set Your Goals

Retirement Planning

Set yourself up for success with a personalized retirement plan.
Plan Your Retirement

Debt Management

Get accountability, reach your goals, and watch that debt drop!
Manage Your Debt

Inheritance Advisor

Make your inheritance count for generations to come.
Inherit your Future

Tax Planning

Tax planning makes it easier to build your personal finances
Prepare Your Taxes

Investments

Invest with what you have, even if you’re new to investing.
Start Investing

Monthly Membership

Save $15 with Promo Code: 15OFF
$64.99
$ 49
99 /Mo
  • 1 on 1 Advice by a Financial Planner
  • Customized Investment Portfolio
  • Tools you need to Build Wealth

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.   

Debt Management News & Education

Stay updated and get news and tips about how to build your wealth.

Retirement Planning

Retirement Planning
We’ll meet you where you are, even if you think you’ll never be able to retire or don’t make enough to save for retirement.

You can build a retirement plan based on your goals and unique situation.

Early retirement is within reach.

It’s hard to know where to even start with retirement planning. How do you even know what you should have saved up? What’s enough? How much is bread even going to cost in 20 years? It may seem easier to just put retirement planning off for later. But the earlier you start, the more options you’ll have. We’ll work with you to maximize your options based on your unique financial situation and goals. No matter what your income level is or what stage of life you’re in, we will help you take your retirement into your own hands.

You’ve got a lot going on and planning for retirement can seem like it can wait. You’ve got time, right? The thing about time is that it moves fast. I mean, you’re an entire adult now. When did that happen? Retirement is one thing you definitely do not want to run up on you. Our financial experts will break down the types of investment options you have and what that will mean for your lifestyle when you’re ready to take that step. They’ll also talk to you about what you want to do when you retire. Do you want to travel the world, write a book, or chill on a front porch somewhere with no cares and worries? Whatever it is, we’ll make a plan and get you there. Whatever it is, you deserve it.

If you’re close to or in retirement, now is a great time to make a plan for your money. It’s never too late to take control. We know that it may seem like you waited too late but we believe that there’s no such thing. Our experts will help you get a clear picture of where you stand financially. We’ll take a look at your retirement accounts and assets so you know what you’re working with. Another important part of retirement planning is to understand what your expenses will be. We’ll take into consideration your living expenses, health insurance costs, debt and travel. Once we have a full picture, we’ll explore all options and make a plan based on your goals.

We know that retirement is a big deal, no matter what stage you’re in. It’s a lot to make a plan for all of your money, to last over an undefined time. Having an expert that can help guide you through is major. We’ve done this before. We know how to break the process down into manageable steps. You’ll feel better when you have clarity and a plan. Our experts will help you make the plan but will also be there for the long term, to reassess your goals and make changes that are needed along the way. You’re not in this alone. We got you!

Planning for our future version can be tough. We don’t know who we will be or what we will want in 20, 30, or 40 years from now. Since it’s difficult for us to look so far ahead, we can easily ignore or put off planning. The thought of not working may make you anxious or you may be ready to stop working now. By planning, we help you define what retirement looks like for you.

Create a flexible, secure plan.

What happens if we experience a market crash? If taxes go up? Will social security help? What about inflation or higher health care costs?

Together, you and your Financial Planner can build a superior retirement plan that takes all of these factors into consideration.

Get started in a few simple steps...

We aim to empower those who have traditionally been ignored by the wealth management industry to take hold of their financial futures and create a legacy for future generations.

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.​

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.

You work hard for your money. Now let’s make your money work hard for you. Investing can seem complicated but we want to simplify the process and lay out all your options, without the jargon.

Go deeper – Generational wealth creation doesn’t stop at retirement planning. Complement your portfolio with insurance, diverse investments, or other asset building opportunities.

Membership Includes these 1 on 1 Services:

Financial Goals

Visualize where you want to be in the future, then shoot for it.
Set Your Goals

Retirement Planning

Set yourself up for success with a personalized retirement plan.
Plan Your Retirement

Debt Management

Get accountability, reach your goals, and watch that debt drop!
Manage Your Debt

Inheritance Advisor

Make your inheritance count for generations to come.
Inherit your Future

Tax Planning

Tax planning makes it easier to build your personal finances
Prepare Your Taxes

Investments

Invest with what you have, even if you’re new to investing.
Start Investing

Monthly Membership

Save $15 with Promo Code: 15OFF
$64.99
$ 49
99 /Mo
  • 1 on 1 Advice by a Financial Planner
  • Customized Investment Portfolio
  • Tools you need to Build Wealth

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.   

Retirement News & Education

Stay updated and get news and tips about how to build your wealth.

Financial Goals

Financial Goals

Having a customized budget supports your goals, values, and gives you options.

Discover how having a budget gives you options.

More Freedom.

More income doesn’t automatically mean more financial freedom. You can easily live paycheck to paycheck if you don’t keep up with your spending. Implementing a budget offers you flexibility if you hold on tightly to your money. Discover how having a customized budget supports your goals, values, and gives you options. 

 

More Savings, Faster.

Extra money can be hidden in all sorts of nooks and crannies. Thoughtless purchases, high-interest debt, and a loose budget can all eat up extra cash. With the help of a Certified Financial Planner™, you’ll analyze how you’re spending your money, where you want your money to go, and find “hidden” cash to help you save.

 

Save Money Effortlessly.

Saving money can be hard, especially when you have to remember to put money away every month. An automated savings plan can help you reach your goals without thinking about it.

Get started in a few simple steps...

We aim to empower those who have traditionally been ignored by the wealth management industry to take hold of their financial futures and create a legacy for future generations.

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.​

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.

You work hard for your money. Now let’s make your money work hard for you. Investing can seem complicated but we want to simplify the process and lay out all your options, without the jargon.

Go deeper – Generational wealth creation doesn’t stop at retirement planning. Complement your portfolio with insurance, diverse investments, or other asset building opportunities.

Membership Includes these 1 on 1 Services:

Financial Goals

Visualize where you want to be in the future, then shoot for it.
Set Your Goals

Retirement Planning

Set yourself up for success with a personalized retirement plan.
Plan Your Retirement

Debt Management

Get accountability, reach your goals, and watch that debt drop!
Manage Your Debt

Inheritance Advisor

Make your inheritance count for generations to come.
Inherit your Future

Tax Planning

Tax planning makes it easier to build your personal finances
Prepare Your Taxes

Investments

Invest with what you have, even if you’re new to investing.
Start Investing

Monthly Membership

Save $15 with Promo Code: 15OFF
$64.99
$ 49
99 /Mo
  • 1 on 1 Advice by a Financial Planner
  • Customized Investment Portfolio
  • Tools you need to Build Wealth

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.   

Financial Goal News & Education

Stay updated and get news and tips about how to build your wealth.

Investments

Investments

Investing can seem complicated when you’re just getting started. That’s why we’re here to guide you every step of the way, even down to the exact dollar amounts you should be investing.

Put your money to work for You.

Grow your money

You work hard for your money. Now let’s make your money work for you. Investing can seem complicated but we want to simplify the process and lay out all your options, without the jargon. Know exactly where your money is going and get our expert advice on how to maximize your returns. The more you make, the more you do. All you need is $1 to start. So let’s get your money moving.

Create the life you want

You put in work to reach your goals every day. Let’s make your money work towards those goals too. Your personalized investment strategies will be maximized using our platform and the knowledge of our financial experts.
All too often, we live within limitations that have been placed on us and that we place on ourselves. Here’s the thing, we’ve overcome insurmountable obstacles as a community to be where we are right now. The progress and achievements we continue to make from generation to generation are astounding. Despite so many forces actively working to hold us back, we’ve persisted.

We have within us the ability to survive and overcome. We know that. So often we’re called resilient and strong. And that’s great but we’re more than that. We also have the ability to be abundant and flourish.

At Freeman Capital, we will work with you to create a financial plan that goes far beyond survival. What are your big, crazy, scary dreams? You want to travel for a year, retire early, open a bed and breakfast in the caribbean? We want to talk about those and then make a financial plan to make them a reality. It’s all within reach. We will help you get there.

Making investing simple

There are lots of options to consider when deciding where and how to invest your money. We’ll make the process simple and easy. Other companies use robots but we think you deserve a personalized approach. Our platform uses the best technology to maximize your money guided by financial experts who know you and what your goals are. They’ll help you make your money work for you.
It may feel overwhelming when you’re trying to figure out where to start with investing. Mutual funds, ETFs, bonds etc etc…it’s a lot. Luckily, we’re fluent in finance speak. And we’ll translate for you. We’ll make sure you have a diversified portfolio that will help you reach your goals.
So what exactly does a diversified portfolio mean? You might have heard it before…and maybe even used it. It sounds cute and it’s giving sipping champagne with my pinky up vibes. It is very cute. And it can make you some very cute money too.
Here’s what you need to know: There are different types of assets. Some are risky, some are more stable. Sometimes risky investments can potentially offer a higher return (aka more money for you) while more stable investments may not offer as much of a return. A diverse portfolio has some of both, so that overall you can mitigate the risk of losing too much or of not making enough of a return on your investment.
We’ll help you have a well-balanced portfolio that will help get you to that generational wealth.

Already have investment accounts? No problem!

Do you already have a 401k, Roth IRA, or other investment account? That’s great! We’re all about sharing wealth over here. You can keep your investments in other accounts and still work with us. Our financial experts will help to work on a holistic strategy that celebrates all the progress you’ve made so far. They’ll also review your current investments to make sure you’re getting the most from them. Other wealth management companies might have a problem with managing accounts that you don’t open with them. But over here, we want all your money to work hard for you.

Get started in a few simple steps...

We aim to empower those who have traditionally been ignored by the wealth management industry to take hold of their financial futures and create a legacy for future generations.

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.​

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.

You work hard for your money. Now let’s make your money work hard for you. Investing can seem complicated but we want to simplify the process and lay out all your options, without the jargon.

Go deeper – Generational wealth creation doesn’t stop at retirement planning. Complement your portfolio with insurance, diverse investments, or other asset building opportunities.

Membership Includes these 1 on 1 Services:

Financial Goals

Visualize where you want to be in the future, then shoot for it.
Set Your Goals

Retirement Planning

Set yourself up for success with a personalized retirement plan.
Plan Your Retirement

Debt Management

Get accountability, reach your goals, and watch that debt drop!
Manage Your Debt

Inheritance Advisor

Make your inheritance count for generations to come.
Inherit your Future

Tax Planning

Tax planning makes it easier to build your personal finances
Prepare Your Taxes

Investments

Invest with what you have, even if you’re new to investing.
Start Investing

Monthly Membership

Save $15 with Promo Code: 15OFF
$64.99
$ 49
99 /Mo
  • 1 on 1 Advice by a Financial Planner
  • Customized Investment Portfolio
  • Tools you need to Build Wealth

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.   

Investment News & Education

Stay updated and get news and tips about how to build your wealth.