We take great pride in how we interact with our clients. We realize you have busy schedules; be it work, family, travel or just life in general. And we believe that it’s up to us to respect that schedule. We stay in touch in the periphery in ways that are convenient for you. Rest assured though, we will connect with you for an annual ‘financial’ review.
Weekly Digital Newsletters
Our weekly newsletter, ‘PLANNING POINTERS’ is delivered to your email inbox at 10:30am every Friday. This one-pager provides financial tidbits and interest facts. Not receiving Planning Pointers yet? Scroll down to subscribe.
You’ll receive a consolidated monthly statement mailed to you from LPL Financial. The statement details accounts that Freedman Financial manages on your behalf. If you prefer to go paperless and receive this statement electronically instead, please click here.
Quarterly Performance Report
Within weeks following the end of a calendar quarter, you will receive a performance report mailed to you from LPL Financial. It reports on all advisory accounts managed by Freedman Financial on your behalf. If you prefer to go paperless and receive this statement electronically instead, please click here.
During our first year of engagement, we meet with you up between three to five times. This is to ensure that we design a tailored strategy to make your personal finances less complicated and works better for you. Annual or semi-annual one-hour meetings will be scheduled there after where we meet with you for a comprehensive review of your financial plan and goals.
Invitational Client Events
Periodically Freedman Financial hosts exclusive client events. These events include seminars, conference calls, town hall meetings, a community meet-and-greet and more. We may even surprise you with an invite to a smaller, more private gathering.
Since 85% of our clients live, work or play in Massachusetts’ North Shore, we are bound to bump into each other. These random encounters whether at the grocery store, theater or Dunkin Donuts are always great fun for us because we love meeting your family and friends. Rest assured, we will never reveal anything about our relationship unless initiated by you. Honoring our confidential relationship with you is something we take very seriously.