Guest Profile

Greg Freeman

About

Greg Freeman

President & CEO, TrustWealth Strategies

Greg Freeman is President & CEO of TrustWealth Strategies in Indianapolis, Indiana. Greg has been focused on wealth management and financial planning for the entirety of his career. Before establishing TrustWealth, Greg spent 10 years as a Partner and wealth advisor with WestPoint Financial Group. At TrustWealth Strategies, he brings his experience and insight to fulfilling the firm's mission of providing well-coordinated and holistic financial planning to American families.

Website

https://twealth.com/

LinkedIn Profile

https://www.linkedin.com/in/greg-freeman-aa171316/

Appears in these Episodes

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PlanStrongerTV™ Streaming Episode

Retirement Income:
Segment A - Income Strategies
Segment B - Using Annuities for Income

PlanStrongerTV™ Streaming Episode

The "When" and "How" of Retirement:
Segment A - How Much to Retire?
Segment B - When to Retire?

PlanStrongerTV™ Streaming Episode

Pre-Retirement Planning:
Segment A - Planning
Segment B - In-Service Distributions

PlanStrongerTV™ Streaming Episode

Investing versus Savings:
Segment A - Overview of Investing/Saving Options
Segment B - Savings Options in a Low Interest Rate Environment

PlanStrongerTV™ Streaming Episode

What is "Proper Planning Order"?
Segment A - How to Plan in the Proper Order
Segment B - Why the Wrong Order is as Bad as No Plan

PlanStrongerTV™ Streaming Episode

Social Security:
Segment A - Social Security Basics
Segment B - Social Security Planning

CONTACT US

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