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James Freeman, CFP®

Financial Alternatives, Inc.

7734 Herschel Ave
Ste L
La Jolla, CA 92037-4433
Phone: (858) 459-8289
Fax: (858) 459-8258

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Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Insurance
  • Real Estate
  • Retirement
  • Life Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

Considerations: Integrated Wealth Management for Executives, Retirees, and Families of Inherited Wealth.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.