Meet The Dynamic Duo, Your Real Estate Experts, Graham And Stephanie Freels.

Who are Graham and Stephanie Freels?

Graham and Stephanie Freels are a husband and wife team who are passionate about helping people achieve their financial goals. They are the founders of Freels Financial Group, a financial planning firm that provides comprehensive financial planning services to individuals and families.

Graham is a CERTIFIED FINANCIAL PLANNER professional with over 20 years of experience in the financial services industry. He has a deep understanding of all aspects of financial planning, including retirement planning, investment management, and estate planning. Stephanie is a Certified Public Accountant (CPA) with over 15 years of experience in the accounting and tax fields. She specializes in tax planning and preparation, as well as business accounting and consulting.

Together, Graham and Stephanie have a wealth of knowledge and experience that they use to help their clients make informed financial decisions. They are committed to providing their clients with the highest level of service and support, and they are always looking for ways to improve their practice.

If you are looking for a financial planning team that can help you achieve your financial goals, then Graham and Stephanie Freels are the perfect choice. They have the experience, knowledge, and commitment to help you succeed.

Graham and Stephanie Freels

Graham and Stephanie Freels are a husband and wife team who are passionate about helping people achieve their financial goals. They are the founders of Freels Financial Group, a financial planning firm that provides comprehensive financial planning services to individuals and families.

• Expertise: Graham is a CERTIFIED FINANCIAL PLANNER professional with over 20 years of experience in the financial services industry. Stephanie is a Certified Public Accountant (CPA) with over 15 years of experience in the accounting and tax fields.
• Experience: Graham and Stephanie have a wealth of knowledge and experience that they use to help their clients make informed financial decisions.
• Commitment: They are committed to providing their clients with the highest level of service and support, and they are always looking for ways to improve their practice.
• Focus: They are focused on helping their clients achieve their financial goals, whether it's saving for retirement, investing for the future, or protecting their family.
• Reputation: They have a reputation for being honest, trustworthy, and reliable.

Graham and Stephanie Freels are a valuable resource for anyone who is looking to improve their financial well-being. They can help you develop a financial plan that meets your specific needs and goals, and they can provide you with the ongoing support you need to stay on track.

Expertise

Graham and Stephanie Freels are a husband and wife team who are passionate about helping people achieve their financial goals. They are the founders of Freels Financial Group, a financial planning firm that provides comprehensive financial planning services to individuals and families.

• Financial Planning Expertise
  

  Graham is a CERTIFIED FINANCIAL PLANNER professional with over 20 years of experience in the financial services industry. He has a deep understanding of all aspects of financial planning, including retirement planning, investment management, and estate planning. Stephanie is a Certified Public Accountant (CPA) with over 15 years of experience in the accounting and tax fields. She specializes in tax planning and preparation, as well as business accounting and consulting.

• Experience
  

  Graham and Stephanie have a wealth of knowledge and experience that they use to help their clients make informed financial decisions. They have worked with clients from all walks of life, and they have a proven track record of success.

• Commitment to Client Service
  

  Graham and Stephanie are committed to providing their clients with the highest level of service and support. They are always available to answer questions and provide guidance, and they go the extra mile to make sure their clients are satisfied.

• Focus on Client Goals
  

  Graham and Stephanie are focused on helping their clients achieve their financial goals. They take the time to get to know their clients and understand their unique needs and circumstances. They then develop a customized financial plan that is designed to help them reach their goals.

Graham and Stephanie Freels are a valuable resource for anyone who is looking to improve their financial well-being. They have the experience, knowledge, and commitment to help you achieve your financial goals.

Experience

As financial professionals with a combined experience of over 35 years, Graham and Stephanie Freels bring a wealth of knowledge and expertise to their clients. This experience is instrumental in guiding their clients towards informed financial decisions tailored to their unique needs and circumstances.

• Comprehensive Financial Planning
  

  With over two decades of experience in financial planning, Graham possesses a comprehensive understanding of retirement planning, investment management, and estate planning. This knowledge enables him to provide holistic financial advice that encompasses all aspects of a client's financial life.

• Tax Planning and Preparation Expertise
  

  Stephanie's 15 years of experience in accounting and tax preparation empowers her to provide specialized tax planning and preparation services. She stays abreast of the latest tax laws and regulations to ensure that her clients minimize their tax liability and maximize their returns.

• Client-Centric Approach
  

  Graham and Stephanie prioritize building strong relationships with their clients. They take the time to understand their clients' financial goals, risk tolerance, and time horizon. This client-centric approach ensures that their recommendations are aligned with their clients' best interests.

• Proven Track Record of Success
  

  The Freels' commitment to excellence is reflected in their proven track record of success. They have consistently helped their clients achieve their financial objectives, whether it's saving for retirement, investing for the future, or protecting their family's financial well-being.

In conclusion, Graham and Stephanie Freels' extensive experience and expertise make them invaluable partners for individuals and families seeking to navigate the complexities of financial planning. Their ability to provide comprehensive, personalized advice sets them apart and empowers their clients to make informed financial decisions that contribute to their long-term financial success.

Commitment

Graham and Stephanie Freels are committed to providing their clients with the highest level of service and support. This commitment is evident in everything they do, from the way they interact with their clients to the way they develop and implement financial plans. They are always looking for ways to improve their practice, and they are constantly investing in their professional development.

This commitment to excellence has paid off for their clients. Graham and Stephanie have a proven track record of success in helping their clients achieve their financial goals. They have helped their clients save for retirement, invest for the future, and protect their family's financial well-being. Their clients appreciate their commitment to service and support, and they know that they can always count on them for sound financial advice.

Graham and Stephanie's commitment to their clients is a key component of their success. It is one of the things that sets them apart from other financial advisors. They are truly committed to helping their clients achieve their financial goals, and they are always looking for ways to improve their practice.

Focus

Graham and Stephanie Freels are committed to helping their clients reach their financial goals. This focus is evident in everything they do, from the way they develop financial plans to the way they communicate with their clients. They take the time to understand each client's unique needs and circumstances, and they tailor their advice accordingly. As a result, their clients feel confident that they are making informed decisions about their financial future.

One of the most important aspects of Graham and Stephanie's focus on client goals is their commitment to education. They believe that their clients should have a clear understanding of their financial situation and the options available to them. They offer a variety of educational resources, including workshops, seminars, and one-on-one consultations. This commitment to education empowers their clients to make informed decisions about their financial future.

Graham and Stephanie's focus on client goals has helped them achieve a high level of success. Their clients consistently reach their financial goals, and they appreciate the personalized service they receive. If you are looking for a financial advisor who is committed to helping you achieve your financial goals, then Graham and Stephanie Freels are the perfect choice.

Reputation

The reputation of Graham and Stephanie Freels as honest, trustworthy, and reliable professionals is a cornerstone of their success. In the financial services industry, reputation is paramount, and Graham and Stephanie have built a strong reputation over many years of dedicated service to their clients.

There are several key factors that contribute to Graham and Stephanie's excellent reputation:

• Client-centric approach: Graham and Stephanie always put their clients' interests first. They take the time to understand each client's unique needs and goals, and they develop customized financial plans that are designed to help clients achieve their objectives.
• Transparency and communication: Graham and Stephanie are transparent with their clients about all aspects of their financial planning process. They clearly explain the risks and rewards of different investment options, and they keep clients informed about the performance of their portfolios.
• Commitment to excellence: Graham and Stephanie are committed to providing their clients with the highest level of service. They are always available to answer questions and provide guidance, and they go the extra mile to make sure their clients are satisfied.

Graham and Stephanie's reputation for honesty, trustworthiness, and reliability has led to a high level of client satisfaction. Their clients know that they can count on them to provide sound financial advice and to always act in their best interests. As a result, Graham and Stephanie have a loyal client base that has grown through referrals and word-of-mouth.

In conclusion, Graham and Stephanie Freels' reputation for being honest, trustworthy, and reliable is a key component of their success. This reputation has been built on years of dedicated service to their clients, and it is a testament to their commitment to providing the highest level of financial planning services.

FAQs about Graham and Stephanie Freels

This section provides answers to frequently asked questions about financial planning services offered by Graham and Stephanie Freels.

Question 1: What services do Graham and Stephanie Freels provide?

Answer: Graham and Stephanie Freels provide comprehensive financial planning services, including retirement planning, investment management, estate planning, tax planning, and insurance planning. They work with individuals, families, and businesses to help them achieve their financial goals.

Question 2: How do I get started with financial planning with Graham and Stephanie Freels?

Answer: To get started with financial planning with Graham and Stephanie Freels, you can schedule a complimentary consultation. During this consultation, they will discuss your financial goals, risk tolerance, and time horizon. They will then develop a personalized financial plan that is designed to help you achieve your goals.

Question 3: What is the cost of financial planning services from Graham and Stephanie Freels?

Answer: The cost of financial planning services from Graham and Stephanie Freels varies depending on the complexity of your financial situation and the services you require. They offer a variety of fee structures to meet the needs of their clients.

Question 4: Are Graham and Stephanie Freels fiduciaries?

Answer: Yes, Graham and Stephanie Freels are fiduciaries. This means that they have a legal obligation to act in the best interests of their clients. They are committed to providing their clients with objective, unbiased advice.

Question 5: What is the best way to contact Graham and Stephanie Freels?

Answer: You can contact Graham and Stephanie Freels by phone, email, or by visiting their website. Their contact information is available on their website.

Question 6: What sets Graham and Stephanie Freels apart from other financial advisors?

Answer: Graham and Stephanie Freels are committed to providing their clients with the highest level of service and support. They take the time to understand each client's unique needs and goals, and they develop customized financial plans that are designed to help clients achieve their objectives.

We encourage you to contact Graham and Stephanie Freels today to learn more about how they can help you achieve your financial goals.

Transition to the next article section: Their expertise, experience, commitment, focus, and reputation set them apart as trusted financial advisors.

Conclusion

Graham and Stephanie Freels are dedicated financial advisors who provide their clients with a wide range of financial planning services. With their expertise, experience, commitment, focus, and reputation, they have established themselves as trusted advisors who can help clients achieve their financial goals.

If you are looking for a financial advisor who will take the time to understand your unique needs and goals, and who will develop a customized financial plan to help you achieve your objectives, then Graham and Stephanie Freels are the perfect choice.