Individual – Financial Planning

Freyman CPA also provides personalized financial planning in Jacksonville, FL and surrounding areas, as part of a holistic approach to taxes and finances. Our services are tailored to fit your needs: we can simply review your investments, or we can develop a well-rounded financial plan.

The benefit of employing our personal financial planning services is that we understand the tax consequences of your financial investments and decisions. Our planning services can help maximize your after-tax wealth.

Some of the services that we offer include:

  • Personal financial statement preparation
  • Review of financial position
  • Review of retirement vehicles and investments, including portfolio analysis
  • Analysis of debt and financing
  • Retirement planning
  • Analysis of insurance needs
  • Projection and planning related to educational funding
  • Analysis of cash flows
  • Succession planning
  • Budgeting

Financial Planning Service Plans

Start Up Plan - Specific Services

  • Review of financial condition
  • Retirement & investments
  • Debt & financing

Moderate Plan - Custom Services

  • Review of financial condition
  • Retirement & investments
  • Debt & financing
  • Insurance, succession and estate
  • Cash flows analysis

Executive Plan - Analysis Services

  • Review of financial condition
  • Retirement & investments
  • Debt & financing
  • Insurance, succession and estate
  • Cash flows and benchmark analysis
  • Investment & portfolio analysis

Individual Services

  • Cash flow statement preparation
  • Current financial condition comparison
  • Insurance planning
  • Retirement planning
  • Education funding
  • Statement of financial position
  • Tax planning
  • Succession planning
  • Investment & portfolio analysis
  • Budgeting

Please contact us today for more information on our individual financial planning services in Jacksonville, FL and the surrounding areas.