Our Qualifications

Bob Craun and Jeff Freeman offer their clients an impressive depth of experience in investment planning*, insurance, and estate planning. Bob & Jeff hold a variety of professional designations and are well versed in a number of financial disciplines. Bob & Jeff's combined education and experience position us to offer broad-based financial advice our clients can trust. We are dedicated to developing lasting relationships with all of our clients. We believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personal program that we can provide is a roadmap to your financial future.