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Our Services

At Freedman Financial, our team of professionals are prepared to run the gamut when it comes to delivering advice on personal financial issues. Whether it’s…

  • Helping you determine the best place to pull money from in retirement
  • Creating an accumulation strategy that aligns your assets with your hopes and dreams
  • Simply organizing your financial life so that you can celebrate what you’ve accomplished

…we have decades of real-life experiences that can assist you in achieving your objectives.

Our services can be broken down into three main areas:

Personal Financial Planning Services

Know where you stand financially, before you figure where your finances can take you. Let our planning process bring clarity to your life, and a perspective on how you can achieve your goals.

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Wealth Management

In a world of rapid-fire information and an ever-changing economic landscape, you need independent, unbiased investment advice. As Certified Financial Planner professionals, we will craft strategies that not only align with your risk tolerance, but seek to place your interests first.Learn More +

Life Planning Services

When “life” gets in the way, where do you turn for advice? Whether you’re searching for answers on refinancing your home, purchasing a vehicle, exploring over 55 communities, or simply help your grandchildren pay for college, our decades of experience can provide the objective advice you need.Learn More +