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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.

 

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

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With the help of our strong back office support at  Avantax Wealth ManagementSM, we offer a variety of services to balance the 8 Wealth Management Issues that are most important to our clients and their families. Each of these issues is interrelated and acts like a balancing scale, meaning an adjustment to one issue affects the others.  Please consider the services we provide below and determine your specific needs:

Investments* - 

  • Advisory Services

  • Bonds

  • Common Stock

  • Traditional& Roth IRA's

  • SEP & SIMPLE IRA's

  • Brokerage Accounts

  • Treasury Bills, Notes & Government Securities

  • Variable Annuities

Financial Services - 

  • Retirement Plans*

  • Tax Plans

  • 401(k) & 403(b) Plans*

  • College Savings Plans*

  • Estate Plans

  • Money Purchase Plans*

  • Profit Sharing Plans*

Insurance Services - 

  • Disability Income Insurance

  • Term & Permanent Life Insurance

  • Long-Term Care Insurance

  • Key Man Life Insurance & Group Insurance

SEE MORE ABOUT OUR FINANCIAL PLANNING PROCESS