Broker Check
Nancy Freeman, EA

Nancy Freeman, EA

Tax Specialist

How long have you been working in your field?

I have worked in the tax and financial services field for 30 years.

 

What are your areas of focus?

  • Individual and trust returns
  • Tax planning strategies relevant to all phases of life

 

What problems do you consistently solve for client?

  • Implementing tax savings strategies for college planning
  • Tax planning for transfer of assets (sale, gifting, death)
  • Determine tax efficient withdrawal strategies for retirement

 

What would you do even if you didn’t get paid to do it?

I am passionate about financial literacy and would love to stay involved in helping youth become “money smart”.

 

Family info:  I enjoy spending time with my husband, our four adult children and their families. We also enjoy the outdoors, traveling and sports.