Preserving Generations Through Relationships
We know that no “standard approach” could ever do. Many assume that financial concepts are complicated and beyond their grasp. Our unique process integrates compassionate fact finding with a comprehensive planning analysis that custom designs solutions for each client's personal needs. We pride ourselves on teaching the principles of financial security with clarity and passion, so that clients can make informed and intelligent decisions.
For me and my team, this is not about a product or commodity. We believe who we are matters more than what we do. Our mission is about intently and passionately listening to and understanding the needs of our clients - building secure, lasting, and loyal relationships with the ultimate goal of fulfilling their dreams.
Ian Freeman, CLU®, ChFC®, CASL®, AEP®
For the past three years, Ian has been the main sponsor for the Largest Loser Contest, conducted by the JCC of Greater New Haven. Take a look at photos on the Community Involvement page.
Secure Your Financial Future
Taking steps to ensure a secure financial future can be an intimidating prospect for an individual or organization. Many assume that financial concepts are complicated and solutions are beyond their grasp. Ian and his team pride themselves on teaching the principles of financial security with clarity and passion, so that his clients can make informed and intelligent decisions.
Ian Freeman knows that when it comes to helping clients who aspire to have a secure financial future, no "standard approach" could ever do. Instead he integrates areas that may include business succession and estate preservation strategies into sound financial solutions. Ian specializes in risk protection analysis and has access to a Network of Specialists who work together to provide innovative solutions using world-class insurance services and internationally recognized investment products. Ian Freeman and his team serve clients throughout the country.
We invite you to explore this site to learn more about Ian Freeman and his team, and encourage you to arrange a meeting to discuss your hopes, expectations and dreams for the future.
Steve Forbes and John Schlifske on "Econo-ME: Ensuring Your Financial Security in the New Normal"
Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor in chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. Forbes and Schlifske discussed their thoughts on the economy, the markets, and how individuals and business owners can ensure financial security in the new normal. The event was part of a three day, seven-city tour and saw over 4,000 attendees in total. The Hartford event, which took place at the Hartford Marriott Downtown, had over 600 in attendance.