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Wealth Management SERVICES​

With the help of our strong back office support at HD Vest Investment ServicesSM, we offer a variety of services to balance the 8 Wealth Management Issues that are most important to our clients and their families. Each of these issues is interrelated and acts like a balancing scale, meaning an adjustment to one issue affects the others.  Please consider the services we provide below and determine your specific needs:
Karen Freeman, Mansfield CPA and Financial Advisor
Karen Freeman, Mansfield CPA and Financial Advisor
Karen Freeman, Mansfield CPA and Financial Advisor
Life Insurance Coverage

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We carry the major life insurance policies and tools you need to help protect you and your loved ones.

Brokerage Services

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​​We offer all major funds and equities, allowing you to place individual orders based on your future planning. ​

Advisory Services

 

We build you an actively managed portfolio based on your income level, future expectations, and risk tolerance. 

Karen Freeman, Mansfield CPA and Financial Advisor
Proud Partner of:
Our Financial Planning Process
Why Investing & Taxes Are Related
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Karen Freeman is a registered representative registered to transact business with clients in Texas, Louisiana, and New Mexico, is advisory licensed in the following states: Texas, and is also an insurance agent licensed in Texas.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.

 

Christi Hickman and Brantley Freeman are registered representatives registered to transact business with clients in TX. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. 

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*Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
 

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate 

May lose Value


Karen Freeman, CPA, PLLC is not a registered broker/dealer or registered investment advisory firm.

 

Check the background of this investment professional on FINRA's BrokerCheck

Karen Freeman, Mansfield CPA and Financial Advisor
Karen Freeman, Mansfield CPA and Financial Advisor
Karen Freeman, Mansfield CPA and Financial Advisor
Karen Freeman, Mansfield CPA and Financial Advisor

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