MEET YOUR ADVISOR

Freeman Linde, CFP®, CKA®, EA

Specialized financial planning for retirees, pre-retirees, and families.

Freeman helps retirees and soon-to-be retirees coordinate their investments, taxes, retirement income, estate goals, and long-term family priorities into one clear, customized plan. He is the author of 3D Retirement Income & Tax Saving Strategies and the host of RetireMentorship.
Certified Financial Planner
NAPFA Fee-Only Financial Advisor
Fee-Only Network Member
Schedule Discovery Meeting

Is This You?

You may be a good fit if you are wondering:
Am I ready to retire?
When should I claim Social Security?
Are my investments set up correctly?
How do I turn savings into retirement income?
Am I paying more in taxes than I need to?
What’s next if something happens to me?
If any of these sound familiar,
let’s talk about it.
Talk Through Your Situation

Why Work With Freeman

Freeman is especially helpful for people who want a thoughtful, comprehensive retirement plan that goes beyond investment management. His work connects retirement income, tax planning, estate considerations, charitable giving, and family goals into one coordinated strategy, so you can make confident decisions for your future and the people you care about.

BEST FIT FOR:

  • Retirees and soon-to-be retirees
  • Families who want a comprehensive retirement plan
  • Those looking for tax-smart retirement strategies
  • Clients who value clarity, education, and long-term relationships

Credentials That Matter

Certified Kingdom Advisor
Enrolled Agent
Fiduciary Financial Advisor

A Little More About Freeman

Outside the office, Freeman is a husband, proud dad, and community volunteer, mentor, mentee, and is very involved in his family’s church.
He graduated summa cum laude with a Bachelor’s of Science in Business Management, focusing on behavior change leadership. Freeman is also a voracious reader and audiobook listener, averaging one a week on topics ranging from finance to psychology, spirituality to health and fitness. 

What Happens After You Schedule

Free Discovery Meeting

We learn about your situation, goals, concerns, and what prompted you to reach out.

Free Strategy Session

We gather more details and identify the key planning opportunities.

You Decide

You take time to decide when the right time to begin is. Then you let us know.

The first step is easy.
Schedule Discovery Meeting

Common Questions

Absolutely not. Please feel free to bring any documents, figures, or questions you may have. But, no prep is required for our Discovery meeting.
They are! We believe the best relationships take time. To make sure you feel comfortable with our team and where we are headed, the first two meetings are completely free.
NEVER. Our fee-only fiduciary commitment ensures that every decision is in your best interest, and our advisors do not earn commission on any products, ever.
That’s okay! We understand the timing isn’t always perfect to get started right away. However, we always encourage people to go through our Discovery process sooner rather than later.

Find a Time to Meet

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Have questions about your financial plan? Please don’t hesitate to contact us.

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