• I would highly recommend Beth Freudenburg as a personal financial advisor. Being the parent of an adult with special needs, makes navigating the “financial waters” significantly more difficult. Planning for our retirement years, as well as setting up a plan for our daughter is an overwhelming task to say the least. Beth really took the time to understand our needs and worked tirelessly to meet the uniqueness of our family. She can take a complicated insurance plan, investment idea etc. and explain it in words I can understand. She is passionate for families and in assisting them in preparing for their futures. We feel so blessed to have found Beth!

Anonymous from Richardson, Texas




  • The way in which Beth provides her expertise is the most impressive. She has a deeply caring demeanor and her experience in helping families to plan for their future needs makes for a personal relationship that goes beyond planning and executing strategy. Her clients are always grateful for her insight and attention to detail. Beth really cares and it shows.


Anonymous from Allen, Texas