Comprehensive Business Planning
Building the Future for Your Business
As trusted advisors, we analyze your data and projections while getting to know you and your business. Our personalized approach allows us to develop a customized plan that will help meet your objectives and reduce your liability. Our only goal is to see you and your business succeed.
Schedule a meeting with our expert team and start building a better future for your business today.
Services We Offer
How should I allocate my business assets?
Your business assets are best allocated using multiple investment strategies. This provides diversification, mitigates risk, and allows you to take advantage of tax benefits*. Ideally, you’ll have both cash funds available for immediate use and long-term investments that will help your business grow. The exact solutions and services you’ll need depend on your business, its current situation, and your vision for its future.
How can professionally managed accounts boost my small business?
A professional account manager can monitor your investments, provide sound advice, and nurture your portfolio as it grows. At J.Freeman & Associates, we draw from our extensive experience and in-depth knowledge to help ensure the health of your accounts, always advocating for you.
How can my business manage its cash funds?
While long-term investments can be a key part of your business strategy, you’ll also need a cash account that’s suited to your cash flow and business goals. At J.Freeman & Associates, we’re happy to advise you on your options and help you select the best account for your cash funds and everyday expenses.
What’s the first step in comprehensive business planning?
To determine the best financial plan for your business, you’ll need to consider your strategic plan and financial projections. An experienced financial expert can help you determine where your business is, where it’s headed, and how you can keep it on track.
J.Freeman & Associates specializes in wealth management, comprehensive business planning, and financial strategy. Based in Greenville, South Carolina, we independently serve organizations no matter their location. Contact us to discuss optimizing your financial plan and maximizing your business’s health for years to come.