James Freeman (CFP®)
James Freeman focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Real Estate Investments
- Alternative or Private Investments
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Real Estate Investments
Planning Specialties
We specialize in providing you objective, integrated, Fee-Only financial planning and investment management services. We coordinate and work with your other advisors such as your CPA, estate planner or insurance agent when necessary to accomplish this goal.
We become the advisor that knows and understands not only your goals and dreams but also your entire financial picture. Our planning process integrates all areas of your financial life into a well-designed, flexible life plan, which results in tremendous peace of mind.
Additional Information
Our financial planning team works together to apply our individual strengths to your particular needs and objectives. Please visit our website at www.financialalternatives.com to learn more about us and the services we can provide you.
NAPFA Start Date
April 12, 1994
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.