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Financial Advice in a Language You Can Understand®

We care. Deeply. 

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Over 50 years of Financial Planning Advice

Humble Beginnings 

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Life is a magnificent journey.

To help you enjoy it to the fullest, let our CERTIFIED FINANCIAL PLANNER™ professionals take care of you and your family. 

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Who We Serve

Real people with real questions.
People come to Freedman Financial when it’s time to get serious about
getting their financial house in order.

<em>The</em><br/>Accumulator

The
Accumulator

You’re at your peak earning years. You’re raising a family. Life is busy. Your retirement plan deserves more attention because it’s not far off.

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<em>The</em><br/>Pre-Retiree

The
Pre-Retiree

Now it’s time to focus on you! Retirement is drawing near. You’ve worked hard, saved, raised a family and did everything you’re supposed to do.

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<em>The</em><br/>New Retiree

The
New Retiree

Retirement has arrived and you’re enjoying your newfound freedom. No schedules, no routine – it’s Life 2.0.

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<em>The</em><br/>Seasoned Retiree

The
Seasoned Retiree

You’re ten years or more into retirement and enjoying it. But you’re also beginning to look further towards the future.

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<em>The</em><br/>Survivor

The
Survivor

Now it’s just you. You’re feeling overwhelmed. You feel pressure to make decisions and have questions about what you should do next.

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Dollars &#38; Sense: New 15 Minute Podcast Series

Dollars & Sense: New 15 Minute Podcast Series

North Shore 104.9 was recently sold to Christian Music Channel K Love. Because of this, we have pivoted the format of Dollars & Sense. 

We love delivering “Financial Advice in a Language You Can Understand®”, so for the time being, we have changed the format to a mini-podcast series. Listen to our latest episodes below:

Get to Know Freedman Financial

Working in a fiduciary capacity, placing your interests first is the cornerstone of our relationship. We’ve done it this way for more than 50 years– and now we have an opportunity to share our approach with you. 

When you work with us, you get an experienced team dedicated to getting your financial house in order.

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We Care. Deeply.

No matter where you are on your financial journey, you need a tailored financial plan that aligns with your goals. Whether you’re planning for retirement, accumulating wealth, crafting a retirement-income strategy, or simply trying to make sense of it all, we’re with you every step of the way.

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