Wealth Management

Investment Planning

The key to sound investment planning is understanding your financial picture and selecting strategies based on your goals, tolerance for risk, and a number of other factors. We can help with a wide range of investment planning services, including a number of alternative investment options.

Investment Planning
Mutual Funds
Exchange-Traded Funds
Money Market Funds
Stocks
Bonds & Fixed Income Solutions
1031 Exchange Programs *

Retirement Planning

Your retirement can be everything you want it to be with a smart investment and savings strategy. We’ll work with you to define your retirement goals – and help you reach them.

Estate & Legacy Planning

You can continue to provide for the people and causes you love with estate and legacy planning. With our expert guidance, your legacy can have a lasting impact for generations to come.

The Next Steps

To learn more about how you can secure your future, we invite you to schedule a meeting with us. Contact us at (864) 331-4400 or complete our online form to get the conversation started.

Contact Us
(864) 331-4400

Express Mail/UPS/Fed Ex:
8 Pelham Road
Greenville, SC 29615

Regular Mail:
PO Box 3597
Greenville, SC 29608

* Neither J.Freeman & Associates, Jason Freeman, nor DFPG provide tax or legal advice, as such advice can only be provided by a qualified tax or legal professional, who all investors should consult prior to making any investment decision.

**Alternative investments are subject to significant risks and therefore are not suitable for all investors. When considering alternative investments, you should consider various risks. These risks include, but are not limited to, lack of liquidity, loss of principal, limited transferability, conflicts of interest and fluctuating market condition. This is neither an offer to sell nor a solicitation of an offer to buy the securities which can only be made by prospectus.

Securities offered through DFPG Investments, LLC. Member FINRA/SIPC. Investment Advisory Services are offered through JFA Advisors, LLC dba J.Freeman & Associates, a registered investment advisor. DFPG Investments, LLC and JFA Advisors, LLC are unaffiliated entities. Insurance solutions and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Agents are associated with J.Freeman & Associates. JFA Advisors, LLC and J.Freeman & Associates are related entities.

Check the background of this financial professional on FINRA’s BrokerCheck.