The Seasoned Retiree

Who We Serve

You’re ten years or more into retirement and enjoying it. But you’re also beginning to look further towards the future.

If you’re a Seasoned Retiree, let's talk

At Freedman Financial, we are dedicated to personalizing our relationship with you.

Let's Get Started

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You know the coming years will be full of both opportunities and challenges. How will you maximize your best years and prepare for the unexpected?

What keeps The Seasoned Retiree up at night?

How do I optimize life and family experiences as I age?
Do I have my financial house in order?
Do I need to downsize?
Is my estate plan in order?
Who will my spouse turn to and trust with financial stuff when I’m gone?

What is Enough? Well, It depends.

People ask, “What is enough?” A Financial Planner helps you realize… What Enough Means to you. Not by addressing an isolated money issue, but by including it in your overall financial plan. There is no one-size-fits-all answer. Because “It Depends” on you.

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.