We care. Deeply. Financial Advice in a
Language You Can Understand®
We care. Deeply. Your financial wellbeing is our passion.
Humble Beginnings 50 years of Financial Planning Advice

Life is a magnificent journey. To help you enjoy it to the fullest, you need a financial partner who takes 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.

1 / 5
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.
TheAccumulator
Accumulator
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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.
ThePre-Retiree
Pre-Retiree
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Retirement has arrived and you’re enjoying your newfound freedom. No schedules, no routine – it’s Life 2.0.
TheNew Retiree
New Retiree
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You’re ten years or more into retirement and enjoying it. But you’re also beginning to look further towards the future.
TheSeasoned Retiree
Seasoned Retiree
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Now it’s just you. You’re feeling overwhelmed. You feel pressure to make decisions and have questions about what you should do next.
TheSurvivor
Survivor
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Listen In - Dollars & Sense

Marc Freedman designed the Dollars & Sense financial radio show to inform, educate and give financial advice to the listeners of 104.9.

You can listen to Dollars & Sense on 104.9 or via RSS, iTunes, Sound Cloud or Podbean.

About Dollars & Sense

We share the answers to the tough questions giving listeners a chance to learn about what really goes on in a financial planner’s office – so that they can make more informed decisions for themselves and their families.

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