Business Planning

Achieving and Sustaining Success

The health of your business is crucial for you and your team. Keep your company going strong now and in the future with our suite of business planning services.

Retirement Plans

A great benefits package supports your team and helps secure organizational success. Explore your options and choose the right retirement plans for your business.

Comprehensive Business Planning

We take a personalized approach to business planning, supporting you with the plans and services that fit your specific goals.

Succession Planning

Set your business up for long-term success. Our succession planning services help keep you on track no matter what the future holds.

The Next Steps

To learn more about how you can secure your future, we invite you to schedule a meeting with us. Contact us at (864) 331-4400 or complete our online form to get the conversation started.

Contact Us
(864) 331-4400

Express Mail/UPS/Fed Ex:
8 Pelham Road
Greenville, SC 29615

Regular Mail:
PO Box 3597
Greenville, SC 29608

* Neither J.Freeman & Associates, Jason Freeman, nor DFPG provide tax or legal advice, as such advice can only be provided by a qualified tax or legal professional, who all investors should consult prior to making any investment decision.

**Alternative investments are subject to significant risks and therefore are not suitable for all investors. When considering alternative investments, you should consider various risks. These risks include, but are not limited to, lack of liquidity, loss of principal, limited transferability, conflicts of interest and fluctuating market condition. This is neither an offer to sell nor a solicitation of an offer to buy the securities which can only be made by prospectus.

Securities offered through DFPG Investments, LLC. Member FINRA/SIPC. Investment Advisory Services are offered through JFA Advisors, LLC dba J.Freeman & Associates, a registered investment advisor. DFPG Investments, LLC and JFA Advisors, LLC are unaffiliated entities. Insurance solutions and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Agents are associated with J.Freeman & Associates. JFA Advisors, LLC and J.Freeman & Associates are related entities.

Check the background of this financial professional on FINRA’s BrokerCheck.