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Allen Freeman
Professional designations
CFP(R), CDFA
Firm or Broker/Dealer name
Lifepath Advisors, LLC
States licensed in
Bluffton
,
South Carolina
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Retirement/Retirement Income
Small Business
Wealth Management
Estate Planning
Time Zone
In 2013, I lost my wife after her long battle with breast cancer. At the time, my son was just six and daughter was 12. Overnight, I became both mother and father, raising 2 kids while learning how to navigate my own grief. I know what it feels like to stare into the unknown, wondering how to take the next step while the fog of loss clouds everything around you. That personal journey forever shaped who I am and how I serve others today. I am a Certified Financial Planner®, Certified Divorce Financial Analyst®, and hold a certification in Long-Term Care planning. With more than two decades of experience guiding families nationwide, I’ve seen firsthand how vulnerable widows can be in those first months and years. Salespeople push products. Well-meaning friends give advice that doesn’t always fit. Even family members—out of love—can pressure you into rushing decisions before you’re ready.