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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:

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