Harlan Freeman (CFA, CFP®, 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
- 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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