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A Trusted Planning Partner

Your Life. Your Goals. Your Plan.

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Who We Are
A Local Team Serving Our Community

Freeman Financial was founded in 1995 in Raleigh, NC. We bring a wealth of experience and a passion for helping clients achieve their financial goals. By prioritizing personalized service and strategic planning, we work diligently to provide solutions that empower you to live your best financial life.

Services
Custom Solutions To
Your Unique Challenges


Financial Planning

We help you manage your financial resources to achieve short-term and long-term goals. We assess your current financial situation, set specific financial objectives, and develop a strategy tailored to you to reach those goals.


Retirement Planning

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.


Estate & Trust Planning

An estate strategy involves more than updating key documents. Let's build a plan to protect your legacy with a comprehensive estate strategy.


Business Owner Solutions

Navigate the unique financial challenges and opportunities of owning a small business with personalized financial guidance.


Business Exit Planning

We help small business owners prepare for their business's eventual transfer or sale while considering their personal and financial goals. This involves implementing various decisions and actions that enable a smooth and organized exit.

Our Process
Lets Get Started

Step 1: 

Understanding Your Situation

During our first meeting, we will get to know who you are and what your goals are. We will establish if we think we will be a good fit for a long-term financial planning relationship.

Step 2: 

Analyze Your Financial Situation

We will gather important papers like account statements, tax records, insurance policies, and estate planning documents.

Step 3: 

Develop Recommendations

We will develop a customized financial planning strategy based on your goals and financial situation.

Step 4: 

Implement the Plan

After selecting a strategy that best addresses your specific needs, we implement it with you.

Step 5: 

Monitor and Review

We will meet regularly to monitor your progress and help to evaluate changes in your financial situation. We will adjust the plan periodically as needed.

Wondering If<br/>We're The Right Fit?

Wondering If
We're The Right Fit?

Here's what some clients initially thought, and how we
addressed their concerns:

Free Quiz
How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Let's Get Started
Schedule A Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation

Raleigh Office

4600 Marriott Dr.

Suite 340

Raleigh, NC 27612

(919) 787-2560