Harlan Freeman (CFA®, CFP®, CPA, MBA)

Harlan Freeman focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Our services can cover just about any financial matter arising in your life.  We work comprehensively and like to be considered your personal CFO.  If a decision has financial implications on your life, we are more than pleased to work on the issue.  The following areas are those that we most frequently address:

  • Executive Compensation & Benefits
  • Cash Flow Management
  • Retirement Planning
  • Investments
  • Estate Planning
  • Insurance
  • Education Planning
  • Tax Planning & Preparation

 

Additional Information

Throughout my 30 year career I have served as a financial problem solver for both individuals and businesses.  I began my career with Arthur Andersen and spent five years in public accounting as a CPA.  I subsequently attended the Booth Graduate School of Business at the University of Chicago where I studied Nobel Prize winning investment strategies developed by the school's professors and used today by renowned mutual fund company, Dimensional Fund Advisors and others.  After my graduate studies I worked with small and mid-sized privately owned businesses that I advised on various financial issues, including exit strategies and business acquisitions.  

Outside of my professional career, I became a resource for friends and family seeking tax and other personal financial advice.  In 2014 I chose to focus my career full-time on personal financial planning and wealth management.

In my spare time I enjoy playing golf, attending Chicago’s many local theater productions and attending to the demands of my 14 year old yellow lab, Charlie.   

NAPFA Start Date

August 27, 2015

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This Office

4447 N Malden St # 3 Chicago, IL 60640-5683