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.
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.
The
New Retiree
Retirement has arrived and you’re enjoying your newfound freedom. No schedules, no routine – it’s Life 2.0.
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.
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.
Dollars & Sense: New 15 Minute Podcast Series
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:
Best-In State Wealth Advisors
Marc Freedman has been acknowledged as a 2025 top wealth advisor in Massachusetts by Forbes.
This accolade is shared with the whole team at Freedman Financial, underlining our belief that there is no "I" in "TEAM". This collective recognition is a testament to our shared commitment to serving our clients' needs to the best of our abilities.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Best-In State Top Women Wealth Advisors
Marion Gilman has been acknowledged as a 2025 top women wealth advisor in Massachusetts by Forbes.
Freedman Financial wouldn’t be the same without Marion’s 20+ years of hard work and dedication towards her clients and the whole team here.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.