Comprehensive Wealth Management
“We help create sound financial advice for the days ahead.”
Advisors
Kent Freeman
President, CEO , Senior Financial Planner
Kent Freeman is President of Freeman Financial Group, a well-known speaker in the states of Oklahoma and Texas giving a variety of workshops and seminars over the last 17 years. Kent specializes in providing retirement planning advice for clients who desire the freedom to choose the lifestyles they can comfortably afford to lead during their golden years. By doing a thorough review of a client’s financial situation, Kent will do an analysis of current income and assets, thereby helping clients project their future income streams and show them how to preserve their assets for themselves, spouses, children and grandchildren. Kent teaches CE classes for CPA’s, both in Oklahoma and Texas. He teaches CPA’s how to integrate IRA distribution planning and Social Security planning into their practices. The key to this planning is positioning the income sources, so as to build stable, guaranteed sources of income.
Kent is also a National Trainer to other Financial Advisors and provides them up to date education and tools in analyzing their clients current portfolio costs/risks to frame a better structure to reduce both the cost and lower the risks which helps to maximize their returns.
His expertise in IRA distribution planning, gives him the opportunity to work with clients on how to structure their IRA’s, so this asset will work more efficiently during their retirement years.
Kent specializes in helping seniors retire comfortably. He has 37 years of experience and has worked with over 1600 families, helping them to achieve their financial goals.