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Karen Freeman is a registered representative registered to transact business with clients in Texas, Louisiana, and New Mexico, is advisory licensed in the following states: Texas, and is also an insurance agent licensed in Texas.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.

 

Christi Hickman and Brantley Freeman are registered representatives registered to transact business with clients in TX. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. 

*Securities offered through Avantax Wealth ManagementSM, Member: SIPC, Advisory Services offered through Avantax Wealth Management ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
 

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate 

May lose Value


Karen Freeman, CPA, PLLC is not a registered broker/dealer or registered investment advisory firm.

 

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We support small to medium sized businesses in our community, and want to help your business push through the next ceiling of performance.  Whether you are a startup business seeking assistance with initial planning or a current business looking to increase your efficiency or expand, we can connect you with the right service providers to achieve your next step.  As with all of our services, we consider the tax implications and accounting concerns surrounding each issue to provide a more holistic plan to our clients. Please consider the services we provide below and determine your specific needs:

Business Consulting Services - 

  • Business Plan Reviews & Consultation

  • Business Entity Filing Consultation

  • Marketing & SEO Consultation

  • Website Design Consultation

  • Cash Flow & Financial Analysis

  • Employee Benefit Analysis

  • Company Retirement Plan Setup