
Freeman and Vannauker
Financial planning services focusing on savings accumulation and investment strategies for long-term goals.
Date | Investors | Amount | Round |
---|---|---|---|
* | N/A | Acquisition | |
Total Funding | 000k |
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Freeman Vannauker, LLC, based in Freehold, NJ, specializes in financial planning services aimed at helping clients achieve their savings and investment goals. The firm provides guidance on savings accumulation, offering insights into how much money clients are on track to save for both short-term and long-term objectives, such as retirement or family vacations. Freeman Vannauker operates in the financial advisory market, serving individuals seeking to optimize their financial strategies. The business model involves offering securities through Securities America Inc. and advisory services through Securities America Advisors Inc., with representatives like Frank Baird, Brian Freeman, and Mark Vannauker. The company generates revenue by providing personalized financial advice and investment solutions, helping clients make informed decisions about debt management, retirement savings, and cash flow analysis. Freeman Vannauker emphasizes the importance of understanding social security benefits and the impact of procrastination on savings goals. By analyzing clients' net cash flow and investment decisions, the firm aims to enhance financial well-being and ensure clients are on the right track to meet their desired retirement income. Keywords: financial planning, savings, investment, retirement, cash flow, debt management, securities, advisory, goals, income.