Individual Planning

Taking You Where You Want To Go

Expert advice, outstanding solutions, and personalized service can help you reach your financial goals. Let us help you lay the foundation for your future.

Investments

The right investments can give you an edge when volatility strikes. Work with us to discover the best strategy based on your short- and long-term goals.

Retirement

The life you want to live is within your reach. Make sure your hard work pays off with a retirement plan that’s perfectly suited to you.

Estate & Legacy Planning

Your legacy matters. Protect your loved ones and put your assets to work supporting the people and causes you care about the most.

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.