Freeman Wealth Management believes that building wealth should be done with the intent of reaching one’s goals. Whether those goals be a comfortable retirement, a legacy for your family or college tuition for kids and grandkids, Steve, Barclay and Abby are here to help you reach those goals. Our process includes the following steps:
- LISTEN: We listen carefully to you regarding goals, risk tolerance and time horizon.
- STRUCTURE: We create an asset allocation strategy consisting of equities, fixed income securities, alternatives, and cash based on your goals, risk tolerance and time horizon.
- SELECT: We go a step deeper and recommend specific stocks, bonds, mutual funds and outside professional money managers based on the asset allocation. We have access to an extensive network of industry experts who provide fundamental and technical research on securities we select when designing custom investment portfolios.
- COMMUNICATE: We communicate with you on a regular basis in order to learn any new information about you, your life, or your financial goals. We encourage you to contact us if there are any changes in your life that may impact your goals so that we can act appropriately to the information.
- COORDINATE: We coordinate, as needed, with your other professional advisors including your CPA, attorney, and in some cases, your insurance agent.
- MONITOR: We conduct regular portfolio reviews and respond to changes that may call for adjustments and updates to your investment plan. All clients receive a complete financial review periodically.