Contact · Schedule
Choose a time. We’ll do the rest.
Pick the person and the format that suits you. We’ll confirm by email and follow up from there.
01Choose who you’d like to meet with and how.
02Tell us your text‑message preference.
03Pick a time on the calendar.
Before scheduling, you’ll be asked to indicate your preference for receiving text message reminders from our office. This takes about 30 seconds and is required before booking.
Who you’ll meet
Thirty minutes with the person who’ll actually work your case.
President
Seth Freeman
CFP®, CLTC, LTCPLeads the planning work: case design, underwriting strategy and the long‑term care practice.
Founder
Greg Freeman
JD, CLU®, ChFC®, RICP, CLTCFounded AdvisorServe on a simple idea: insurance advice should answer to the plan, not the product.
Prefer to reach us directly?
No calendar required. Just call or write.
Securities offered through Valmark Securities, Inc. Member FINRA/SIPC.
One quick step
Please indicate your texting preference
After submitting, you’ll go directly to the scheduling calendar.
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