Allen Freeman CFP, CLTC, CDFA

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Allen Freeman CFP, CLTC, CDFA You deserve competent credentialed professionals who have helped many families retire well.

This allows you to take care of the ones you love and enjoy your passions .... and live a stress free and fearless life and thrive in retirement. ✅ If you would like a trusted coach and a path to generate and maintain wealth, sustainable cash flow that you can’t outlive, then we may be able to help ….. This is our focus

✅ We offer a customized "True Wealth Management System" and layer that with c

utting edge customized advice and behavioral coaching tailored to client.

✅ We focus on the fundamentals, proven principles, math, technology, metrics behavioral coaching and Award winning research from Nobel prize winning economists on how to create and implement "lifestyle driven retirement portfolios" and manage that wealth for multiple generations.


🏖🏝 Successful employees hire us to be their trusted advisors and help navigate them to a "preferred retirement lifestyle, so they can focus on what they are good at and what's important to them. Living well in retirement does't just happen .... you have to make it happen.

15/07/2024
07/03/2022

Upon learning about the existence of Second Saturday I knew I had to be a part of this. I have not been divorced. However I was widowed and left with two young children – I know the overwhelm of being a single dad, the financial changes we all experience and the emotional toll on everyone … Alle...

09/02/2022

Divorce Planning Workshop in Bluffton and HH

On the second Friday of each month I will be participating as a panelist in a Second Saturday Divorce Workshop sharing information as it pertains to mortgages
The workshop is designed to help participants explore legal, financial and emotional issues of divorce.
To learn more and/or register for a Zoom presentation click here: https://www.blufftonsecondsaturday.com/

29/04/2021

{Live Webinar} :

Learn why the monthly-subscription based financial planning model is quickly becoming an attractive alternative for financial planning and wealth management and why you should consider it.

REGISTRATION LINK IN COMMENTS

Top 4 advantages that clients realize when they work with us:

Their INVESTMENT PLAN was NOT aligned with their LIFE PLAN

They WERE NOT tracking well towards financial independence
(i.e. Retirement)

They were paying WAY TOO MUCH for asset management fees

They have a better understanding and control over their finances

More and more investors are demanding transparency and fairness in the fees they are paying.

So many people are saying they are getting taken advantage of by the traditional financial services firms charging them hefty fees for managing their hard-earned retirement money.

Investors are waking up and realizing and asking, “what am I actually paying you for?”

Also, retirees are wanting and needing more financial planning for life events … and not getting it.

We listened to you and heard your frustrations …. And created MyCookieJar.net

A monthly subscription based financial planning model with transparent fee packages

WOW … What a refreshing idea!

YOU MUST REGISTER TO ATTEND THIS INFORMATIVE EVENT

19/04/2021

Finally ... a financial planning platform built for you and putting your needs first ... Refreshing

15/04/2021

Top 3 advantages that clients realize when they work with us:

Their INVESTMENT PLAN (401k) was NOT aligned with their LIFE PLAN

They WERE NOT tracking well towards financial independence (i.e. Retirement)

They were paying WAY TOO MUCH for asset management fees

Why we created MyCookieJar.net

You realize that your needs have changed and you want to control how you receive financial planning and better manage your money.
The problem is financial firms didn’t change to help you.

We created MyCookieJar.net from the ground up to solve this problem of the broken system with traditional firms and offer a monthly-subscription based financial planning service designed to be flexible for your needs and provide financial planning and money management.

Learn more: MyCookieJar.net

08/04/2021

Many people are realizing that their needs have changed for how they want to receive financial planning and wealth management.

One that is more transparent and fair.

The problem is your needs changed but financial firms didn’t.

We created a new company from the ground up to solve this problem of the broken system with traditional financial firms and offer a monthly-subscription based financial planning service designed to be flexible for your needs and provide financial planning and money management.

06/04/2021

Monthly-subscription based financial planning.

The time has come for a change

Most financial services companies only care about you as far as they can sell you investment products or require you to turn over your assets to them for cookie-cutter portfolios.
​
We start with your vision and goals to create a Life Plan. Then we connect your Life Plan with your Investment Plan. Allowing you to focus, thrive and live an intentional life.

Address


Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+18882554147

Website

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DOES YOUR VISION OF RETIREMENT ALIGN WITH THE FACTS?

Learn more: http://seniors-thrive.com/vsl-wm/

❇️ You don't want to have regrets later in life because you didn't get the right advice on retirement ..... the first time. ❇️ ❇️ 10,000 Americans are turning 65 everyday for the next 10 years, and 9,500 of them are on a path to running out of money. ❇️ Life is too short to work with theories and unskilled people. You deserve competent credentialed professionals who have helped many families retire well. We coach and guide wealthy pre and post retirees on managing their wealth. Allowing you to take care your family and passions and take care of the ones you love so you can live a stress free and fearless life and thrive in retirement. ✅ If you would like a trusted coach and a path to generate and maintain wealth, sustainable cash flow that you can’t outlive, then we may be able to help ….. This is our focus ✅ We offer a customized True Wealth Two Tier Wealth Management System and layer that with cutting edge customized advice tailored to each wealthy pre and post retiree. ✅ We focus on the fundamentals, proven principles, math, technology, metrics behavioral coaching and Award winning research from Nobel prize winning economists on how to create and implement retirement income portfolios and manage that wealth for multiple generations. 🏖🏝 Successful families hire us to be their trusted advisors and help navigate them to a successful retirement, so they can focus on what they are good at and what's important to them. Living well in retirement does't just happen .... you have to make it happen. We have worked with employees from Gulfstream, John Deere, Tenet Healthcare and others. Specialties: Successful Families, Executives, Nurses, Physicians ✅ Allen Has Been Chosen as the "2019 BEST OF BLUFFTON, SC" AWARDS As a Financial Advisor - Bluffton Today Newspaper ✅ Allen Received the Distinct Award for "FAVORITE FINANCIAL ADVISOR" In Bluffton in 2015 and 2018 - Bluffton Monthly Magazine