Wheat, the most universal of all grains, can bring forth generous returns for the care given to it. Just as the field must be tended, we are to be faithful in our stewardship, making wise and prudent financial decisions. We are all wealthy considering what the LORD has placed under our care! Habersham Wealth Management, Inc. is both a Registered Investment Advisor and a Licensed Insurance Agency in the great state of Georgia.
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data. This article discusses various high-frequency indicators economists use to monitor the pandemic's impact and the economic recovery's progress. This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data. This article discusses various high-frequency indicators economists use to monitor the pandemic's impact and the economic recovery's progress. This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.
Services
Recommending investment and accumulation strategies to help you pay for your children's or grandchildren's education. Helping you to identify favorite charities and your personal gifting goals. Working closely with estate planning attorney to maximize after-tax wealth distributed to heirs and charities.
Native and local to Habersham County, Joel has worked hard to build the business with a vision. A vision not only to earn a living and manage a little money along the way, but to truly make a difference in the lives of those in the community. A vision of a business with influence that teaches Biblical principals and proper stewardship of money.
Habersham Wealth Management, Inc. offers clients an impressive depth of expertise in many areas of financial management. Our President, Joel B. Freeman, is the founder of the company and has been in the financial services industry through some of our history's most tumultuous years.
He is a graduate of Georgia Institute of Technology and has successfully passed Series 7, 63, and 65 examinations, and isALSO a licensed insurance agent in the state of Georgia!Joel continues to hone his planning skills through education and attending meetings and seminars across the country.
He is a graduate of Georgia Institute of Technology and has successfully passed Series 7, 63, and 65 examinations, and isALSO a licensed insurance agent in the state of Georgia!Joel continues to hone his planning skills through education and attending meetings and seminars across the country.
Following is an explanation of fee-based money management vs. commissioned sales and how Habersham Wealth Management, Inc. earns income for it's ADVISORY SERVICES. For more detailed information and fee schedules, please request our Form ADV part II. Habersham Wealth Management, Inc., a fee-based Registered Investment Advisor, earns its compensation based on a percentage of money under our management.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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