Financial Advice in a Language You Can Understand®
We care. Deeply.
Over 50 years of Financial Planning Advice
To help you enjoy it to the fullest, let our CERTIFIED FINANCIAL PLANNER™ professionals take care of you and your family.
Real people with real questions.People come to Freedman Financial when it’s time to get serious aboutgetting their financial house in order.
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.
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.
Retirement has arrived and you’re enjoying your newfound freedom. No schedules, no routine – it’s Life 2.0.
You’re ten years or more into retirement and enjoying it. But you’re also beginning to look further towards the future.
Now it’s just you. You’re feeling overwhelmed. You feel pressure to make decisions and have questions about what you should do next.
We love delivering “Financial Advice in a Language You Can Understand®”, so we are providing our listeners a podcast series of timely topics to help you make smart financial decisions. 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.
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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