Freeman Wealth Planning is an independent financial services provider based in Belmont, California, serving education professionals and their families in the Bay Area. The firm takes a comprehensive, ongoing approach to financial planning, working with clients to understand their goals, explain available options, and support informed decisions about their financial future. Its services focus on helping clients make effective use of their resources and plan for long-term financial independence, including preparing for retirement and other life goals.

Freeman Wealth Planning emphasizes objective advice, personal attention, and putting clients’ interests first. The firm says it is not affiliated with an insurance or investment company and brings more than 50 years of experience to addressing financial questions and complex planning needs. Its website also provides client access links and educational resources.

Securities are offered through Cambridge Investment Research, Inc., and investment advisory services through Cambridge Investment Research Advisors, Inc. ; Freeman Wealth Planning and its representatives are not affiliated with those entities. The firm’s communications are limited to residents of specified states