Freeman Financial is a family-oriented business. We strive to serve our clients with integrity and excellence. We offer extensive planning and ongoing monitoring of your family’s overall financial health.
We provide you with a comprehensive yet simple-to-understand Retirement Income Plan to give you a bottom-line net income on which you can base your budget throughout your retirement.
Ongoing Wealth Management
We monitor your financial well-being throughout the different stages of your life so that you can spend time focusing on your life, your family, and your dreams.
Estate & Insurance Planning
We help you develop a foundational plan for your assets throughout retirement as well as a plan for the legacy you'll leave for those you love.
Jamie has been serving the Sarasota/Bradenton area for 20 years. He and his wife Michelle have six sons and one daughter. As a former high school teacher, Jamie has a passion for serving his clients closely and keeps his business very family-oriented.
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