Find the Certified Financial Planner™
Who's right for you.

Donna L. Freeman, CFP®,ChFC,CLU,MSFS

Freeman Heyne

10250 Alliance Rd
Suite 125
Cincinnati, OH 45242
Phone: (888) 858-5122
Fax: (513) 489-8626

Household Income Minimum: $50,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care

 

How Planner Charges

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