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​Financial ​Calculators​

Compare the returns on a taxable investment vs. a tax free investment.

Understand the potential loss in savings by waiting longer to start saving.

Find out how much coverage is recommended for your family's security.

Determine the potential advantages of a College 529 plan.

Determine  what you can do to improve your retirement outlook.

Estimate how much retirement income your 401K may provide.

Wealth Management Tools & Resources​

Click the link below to access our investment account login page and view your investments online.

Direct Fund ​Login

Click the link below to see information on frequently asked questions regarding our wealth management services.

Wealth Management ​FAQ's

Wealth Management Client ​Worksheets

Download and fill out the necessary wealth management information sheets for various purposes.
New Client Form
Risk Profile Questionnaire
Retirement Profile
Brokerage Account Login Help
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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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