• + Committed to placing your interests first.
  • + You shouldn't have to pinch pennies in retirement.
  • + It's no coincidence that we serve multiple generations of client families.
  • + Independent, objective, unbiased investment advice.
  • + It's the number one reason people hire us.
  • + Personally crafted plans by CFP professionals.

Freedman Financial - planners, advisors, partners

Providing Trusted Advice for Individuals and Families Since 1968.

Here's how:

Watch Our New Video

Meet the Delegators

+ View Video

Sign Up for our FREE Newsletter

Weekly advice for your financial life.

Will Your Money Last? Risks to Retirement Income

A sound retirement income plan takes into account several financial risks, including the potential for the retiree to outlive his or her assets, the effects of inflation on future income, rising health care costs, and… Read More

+ Read More