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Charles F. Freeman
Financial Consultant

Thank you for visiting my website.  I have included a wealth of information to help my clients answer questions and to learn more about financial concerns facing all of us today.  I would encourage you to browse each section and take advantage of the financial planning tools available.  Also, please feel free to call me anytime and we can set up a one-on-one meeting to discuss your unique financial situation.   
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →

Newsletters

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Weather: It Matters

Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

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