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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.