With our 8 Wealth Management Approach, we consider the tax implications and accounting concerns surrounding each wealth management issue to provide a more holistic financial plan to our clients.  We offer a variety of tax and accounting services in addition to our wealth management services, and we invite our clients to consider both branches of services because they are highly interrelated.  Please consider the services we provide below and determine your specific needs:

Personal Tax & Accounting Services - 

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  • Individual Income Tax Preparation

  • Investment Tax Planning

  • Family Budgeting

  • College Planning

  • Trust & Estate Planning

  • Trust & Estate Tax Return Preparation

  • Insurance Needs Analysis

SEE MORE ABOUT OUR TAX PLANNING PROCESS

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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. 

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*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.

 

Check the background of this investment professional on FINRA's BrokerCheck

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