Real financial planning.

Smart, yet uncomplicated. At Freedman Financial, real financial planning means having honest conversations. These help us guide you towards capitalizing on your life’s work. Our mission is to deliver a financial plan tailored to your personal needs, guide you through life’s key financial conversations, and make sure you’re confident in our advice year after year.

Here’s how we do it…

  • Organize: Help you structure and get your financial house in order.
  • Objective Advice: Give independent financial advice in a language you can understandTM.
  • Prudent Investments: Design tailored portfolios focused on low-cost, quality investments.
  • Always Accountable: Stand by our advice, adapt when needed and be there for you.
  • Proactive: Anticipate constantly moving parts of your financial plan as best we can.
  • Regular Communication: You can expect to hear from us. Regularly.
  • Make it Personal: We believe the best relationships are built face-to-face.

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