"Do the little things right and the bowls and the polls will take care of themselves," said Tom Freeman's coach Lou Holtz at Notre Dame. As Managing Director of the Freeman Group, Tom has never forgotten that sage advice. In fact, he and his team are in their 26th year of helping clients manage their wealth and pursue their financial objectives. “Honesty, hard work and caring for our clients are the bedrock of our success,” says Freeman. “We always knew if we put the interests of our clients first, we would make a difference.
Our approach builds confidence in the future
Freeman and his team understand that the number one financial objective of any family is secure income. But that’s just the start. Once they establish the income portion of a portfolio, the group creates a growth portfolio that allows for cost-of-living adjustments throughout the client’s life.
The group, which includes three CFP's and two CIMA's, also works to provide tax advantage strategies* and to keep the cost of liabilities low, passing on wealth to heirs and ensuring health care is covered. One of the group’s most valued services is financial education for clients’ children to prevent inherited wealth from destroying initiative.
A disciplined, time-tested process
The team uses a time-tested process that utilizes advanced mathematical algorithms. "This strategy is executed with discipline,” says Freeman, who is consistently mentioned among Barron’s top advisors lists. He also ranked as one of the top three advisors in Missouri for 2014 and as the top financial planning group in Kansas City by the Kansas City Business Journal.
“We consider ourselves experts at managing complexity, simplifying our clients’ lives and giving clients more time to enjoy what matters most." While the group delivers a boutique- like client experience, it has access to the resources of one of the strongest financial firms in the world. “Currently, UBS is the best capitalized of all the major financial services firms,” says Freeman. “They give us the resources we need to provide the best for our clients, and in this business, why work with anyone but the best?”
*UBS Financial Services Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.
Tom Freeman has been recognized as an industry leader.
Barron's Top 1,200 Financial Advisors, 2014, 2015