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Robert M. Freeman, Jr., CFP®, CHfC

Morse Capital Partners

10900 Nuckols Road
Suite 200
Glen Allen, VA 23060

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Budget & Debt Management
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Sudden Wealth

 

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.