Data Gathering — Our primary objective is to be a Fiduciary, placing your interests first. Thus, before any recommendations are offered we create and review a collective picture of where you stand financially. Knowing where you stand financial is an integral first step. Click here to open our editable Financial Questionnaire.
It’s Scholarship Time! The Freedman Financial Associates Inc. Scholarship was created to heighten the awareness of personal financial planning, and fiscal responsibility among graduating high school seniors. Now in its 21st year, the Freedman Financial has collectively awarded more than $20,000 to past winners. Eligibility: Any graduating high school student...
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In this, the first live show of 2021, Marc talks about the resilience of hardworking America… business owners… front line workers… etc. Marc also asks if its ‘time to schedule your vacation’? Answer: Well Yeah! Why not get it on the books? Marc also encourages everyone to stay hopeful and...
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In this, the last live show of 2020, Marc responds to questions asked via on-air calls and emails sent to Marc. Discussions include the stimulus, taxes, Required Minimum Distribution and more. Be safe and enjoy your holidays! DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may...
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