You’re building a name. A brand. A body of work that will outlast any single stage. But while you’re focused on the message, is anyone protecting the money behind it?
A real financial plan isn’t just investing — it’s three deliberate moves: protecting what you’ve built through the right insurance strategies, growing it through smart investment and tax planning, and distributing it in the most tax-efficient way possible.
In this 90-minute session, Tom Freeman — a financial planner who works with business owners — shows speakers at every stage how to build that financial backbone alongside their brand, not after it. Because legacy isn’t just what you say from the stage. It’s what’s still standing when the applause is over.
About the Speaker: Tom Freeman, CLF is a Managing Director and Financial Advisor with Pacific Advisors, where our mission is to simplify the complex, anticipate the unknown, and help business owners make confident decisions that strengthen both their companies and their lives. This is why we make planning for the business owner our singular focus.
As a business owner, you are so busy running your business, that long term planning often stays on the back burner... until it's too late. My role is to change that, and we do this by combining advanced financial strategies with real-world business insight by specializing in: • Business Succession & Exit Planning • Risk Management & Asset Protection • Executive Benefit Design & Key Employee Retention • Retirement Income Planning • Wealth Transfer & Legacy Planning
You don’t just need another plan—you need a coordinated team, a clear long-term strategy, and a roadmap that supports both your business and the family behind it.
See you in the lab!
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