Investments & Financial Planning


For Business Owners

Innovative Investment Strategies for Smart Business Planning

If you’re like most business owners, you put all of your investment funds back into your own business. While that may seem like a good strategy, it carries a high level of risk. That’s why you should have a good financial plan that takes into account the unique considerations and opportunities of owning and operating a business. A trusted financial advisor can help you integrate your personal and business plans, and establish benefit programs for your most valuable asset—your employees.

J. Freeman & Associates is focused on small business. With years of experience, we have worked with tax professionals to provide tax-efficient solutions to business owners and high net worth clients. Together, we analyze, design, and implement customized plans to meet your goals and reduce your tax liability. We have one goal and that is to provide you with the best plans possible that will help your business succeed. We’d love to meet with you and show you how we can help secure your future.

Services:

  • 401(k) & Simple IRA Plans – Tax-deferred and defined contribution retirement plans
  • Mutual Funds – We work with top portfolio manager to find the best-performing funds
  • Key Personnel & Pension Plans – Benefit plans designed to attract and retain top talent in key positions
  • Professionally Managed Accounts – Custom asset allocation across multiple investment strategies provides diversification and significant tax benefits, with the convenience of a single account

For Individuals

Face Your Financial Future with Confidence

A fortunate few may be born into vast wealth, but for the majority of us, the only way to attain financial security is to save over a long period of time and make that money work for you. The first step is to set some financial goals and then create a plan to reach those goals. Whether that includes planning for retirement, establishing a college savings plan, or creating a legacy to benefit your heirs or charitable organizations you support, we can help.

Investment planning is an important component of the services J.Freeman & Associates provides to our clients. Our financial planners deliver a high level of expertise in a variety of areas to help you achieve your investment goals:

  • Tailored investment plan based on your objectives
  • In-depth knowledge of investment options to capitalize on proper allocation and diversification
  • Ability to source the highest return opportunities for your level of acceptable risk
  • Thorough understanding of all taxation implications
  • Continual monitoring and appropriate adjusting of your investment portfolio