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Live The Life You Want, Build Your Legacy

Integrated tax and wealth management designed to help you live fully today while preparing for tomorrow.

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Grow & Simplify Your Wealth With Our Integrated Experience

Grow & Simplify Your Wealth With Our Integrated Experience

Craun Freeman Tax & Wealth Management brings years of CPA and CFP® professional experience to deliver holistic, fiduciary advice that may help simplify complex financial concepts. We help our clients connect every piece of their financial picture with one coordinated strategy. When you work with us, you get a partner dedicated to building your financial confidence.

Guidance That Puts You First

Guidance That Puts You First

Our approach begins with understanding your values and ends with a tailored plan designed to evolve through life’s changes. We align your tax strategy, investment management, and financial goals into one seamless plan so every decision supports your long-term plan.

Supporting Your Life & Legacy

Your financial life is interconnected, and your strategy should be too. We bring everything together under one roof to help you make confident, informed decisions that align with your goals.

Individual & Family Services

Individual & Family Services

From retirement planning to managing investments and minimizing taxes, we help you and your family bring order, structure, and purpose to your finances.

Pursue Your Future
Business Services

Business Services

We help you build and protect the value of your business with solutions that simplify complexity and strengthen your financial foundation.

Build Your Foundation
Tax & Accounting Services

Tax & Accounting Services

As CPAs, we bring precision and care to every filing and financial decision. We help you stay compliant, minimize liabilities, and keep more of what you earn.

Start Filing Confidently

Plan With Confidence, Live With Clarity

When your tax strategy and financial plan work together, life feels simpler and the path ahead becomes clearer. Let’s talk about how we can help you move forward with clarity and confidence.

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People We Serve

Individuals & Families

Align your financial decisions with your goals and values to bring structure and confidence to your family’s financial future.

Small Business Owners

From cash flow management to exit strategies, we coordinate your business and personal finances to help you grow and plan with purpose.

Automotive Industry Professionals

Our roots in Michigan’s automotive community give us insight into benefits, pay structures, and retirement challenges. We’ll help you make the most of them.

Medical Professionals

Manage your complex financial life with precision and care, from debt management to long-term wealth and tax strategies.

Explore All Groups

Knowledge Empowers Confident Decisions

Financial literacy is the foundation of lasting success. Explore our tax and wealth management resources, tools, and educational materials to get a better understanding of your options.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.
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Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Have Questions?

Our clients often come to us with questions. Here are answers to some of the most common questions about how we work and what you can expect.

  • We integrate tax and wealth management under one roof. With CPA and CFP® credentials, we help clients avoid gaps between tax strategy and investment planning, delivering a cohesive, efficient approach to tax and wealth management.

  • Yes. While we’re based in Rochester, we serve clients nationwide through secure digital meetings and online client portals.

  • Our fees are transparent and tailored to your situation. We offer advisory, tax, and planning services on a comprehensive or à la carte basis.

  • We typically meet at least once a year for a full review, with additional meetings during tax season or major life events. We also remain available year-round for ongoing support.

  • Most of our clients are individuals, families, and business owners who value proactive communication, experienced guidance, and integrated tax and wealth planning that simplifies their financial lives.

Ready to Talk About Your Goals?

We’d love to learn more about what matters most to you. Request an appointment with one of our advisors and we’ll sit down—virtually or in person—to discuss where you are today and how we can help you move forward with confidence.

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