Anxious About the Market?

That’s Normal. Working with a Certified Financial Planner™ can Help.

Get a Plan

“All failed investing involves constantly reacting to the market.

All successful investing involves continually acting on a plan.”

~Nick Murray, Legendary Financial Advisor for over 50 years.

Feel More Confidence with a CFP®

Gain Confidence through Planning

Work with a Certified Financial Planner™ to:

  • Create a Plan for Weathering Any Market
  • See How Your Investments Work with the Rest of Your Picture
  • Optimize Your Accounts for Your Goals
  • Keep More of Your Money by Reducing Taxes
Freeman Linde, CFP® EA

Talk with a Retirement Pro:

Freeman Linde, CFP®

Schedule 30-Minute Interview

No Cost & No Obligation!

A Trusted Financial Advisor.

Independent Fiduciary

We are not owned by or affiliated with any insurance company, bank, or broker-dealer. We create plans and give advice in your best interest, with no sales quotas or commissionable investments. The way it should be.
A Competent Financial Advisor.

Certified Expertise

The Certified Financial Planner™ designation is the Gold Standard for comprehensive financial planning. Freeman is also an Enrolled Agent with the IRS, making him the only local CFP® who can also give tax advice.
A Niche Financial Advisor.

Focused on 50+

We work specifically with people over age 50. All our time is spent serving this unique set of needs. Comprehensive retirement planning is what we do. With 30+ years as a planner ahead, Freeman might be the last advisor you ever need.

Schedule Your 30-Minute CFP® Interview Now!

Whether we work together or not, the coffee is on us.