DOLLARS & SENSE Radio Show, Financial Planning, Personal Planning
October 11, 2020

Personal and Customized Financial Planning Based on 'Your Story'

Dollars & Sense: Long Term Thinking in Financial Planning Matters By Freedman Financial

This week Marc discusses the importance of ‘Long Term Thinking’ regarding Financial Plans; describes how Freedman Financial customizes a financial plan based on ‘your story’ and opines about the dialogue level in the Senate.

DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.

Always consult a Certified Financial Planner professional, qualified attorney or tax advisor prior to investing to determine what is appropriate for you.

Tracking # 1-05063474

Back to Blog

Newsletter Sign-Up

Sign up today for Freedman Financial’s ‘Planning Pointers’; weekly advice for your financial life 'in a language you can understand'®.

  • This field is for validation purposes and should be left unchanged.