Broker Check

Today’s investment climate offers unprecedented opportunities

At Craun Freeman Tax & Wealth Management, it is Bob Craun and Jeff Freeman's mission is to help clients take advantage of those opportunities by providing them with three key tools:

A clear understanding of their financial goals
A well-defined roadmap for pursuing those goals
Ongoing advice to help adjust their roadmap when their needs change.

Click to Schedule an Appointment

Our Services

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through life's transitions. 

Learn more

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Infinite Resources

Want to learn more about retirement, Social Security, or estate strategies? 

Learn more

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Bob and Jeff's services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. Bob & Jeff specialize in helping their clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to pursue both short- and long-term objectives. On this Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. Bob and Jeff offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit this Web site often, as the content is constantly changing. For help with your financial management, or for more information Craun Freeman Tax & Wealth Management, please contact us today.

Learn more

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

Investment and Financial planning services offered by Bob Craun and Jeff Freeman through their affiliation with Avantax.

Learn more

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Have a Question?

Name
Email
Phone
Question
Thank you!
Oops!