- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
CHICAGO, Il 60606
Harlan Freeman is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Harlan Freeman, CPA, CFP®, MBA is the founder of Envisage Wealth Planners. Over his 25 year career he has served as a financial problem solver for both individuals and businesses. Harlan began his career with Arthur Andersen and spent five years in public accounting as a CPA. He subsequently attended the Booth Graduate School of Business at the University of Chicago where he studied Nobel Prize winning investment strategies developed by the school's professors and used today by renowned mutual fund company, Dimensional Fund Advisors. Afterwards he transitioned his career to working with small and mid-sized privately owned businesses that he advised on various financial issues, including exit strategies and business acquisitions.
A Resource to Friends, Family and Now Clients
Outside of his professional career, Harlan became a resource for friends and family seeking tax and other personal financial advice. Along with being a CPA and Certified Financial Planner (CFP®), he has taken and passed the first two of the three exams of the Chartered Financial Analyst (CFA) curriculum and has also passed the Series 65 exam (Uniform Investment Adviser Law Exam). In 2014 he chose to focus his career full-time on personal financial planning and wealth management.
In his spare time Harlan enjoys playing golf, attending Chicago’s many local theater productions and attending to the demands of his 10 year old yellow lab, Charlie.