At Freedman Financial we act as fiduciaries, placing your interests first is the cornerstone of our relationship. We’ve done it this way for more than 50 years– and now we have an opportunity to share our approach with you.
From our very first conversation, you’ll find us asking about everything in your financial life – not just the money you may want to invest. That’s because achieving your financial goals requires an open and honest dialogue that incorporates more than just the numbers; it includes the emotions attached to them too.
When you hire Freedman Financial, you get an experienced team dedicated to getting your financial house in order – and we’ll work hard to help you.
A PDF file is available for viewing, just click here. A PDF file is available for viewing, just click here.
Expect a conversation. We’ll get to know you and you’ll learn about us. It’s important to us that you feel good about the relationship first, without pressure.
There are no limits to the questions you can ask us. We are fully transparent and seek to deliver “financial advice in a language you can understand®.”
We’ll be asking questions too. Some may be ones you’ve never been asked before. Our goal as fiduciaries is to be certain that we fully understand what’s most important to you, your financial life, and how it aligns with your hopes and dreams – before we ever offer recommendations to you.
No matter where you are on your financial journey, you need a tailored financial plan that aligns with your goals. Whether you’re planning for retirement, accumulating wealth, crafting a retirement-income strategy, or simply trying to make sense of it all, we’re with you every step of the way.
Sign up today for Freedman Financial’s ‘Planning Pointers’; weekly advice for your financial life 'in a language you can understand'®.