Broker Check

Who We Serve

Real people with real questions.
People come to Freedman Financial when it’s time to get serious about
getting their financial house in order.

<em>The</em><br/>Accumulator

The
Accumulator

You’re at your peak earning years. You’re raising a family. Life is busy. Your retirement plan deserves more attention because it’s not far off.

Learn more
<em>The</em><br/>Pre-Retiree

The
Pre-Retiree

Now it’s time to focus on you! Retirement is drawing near. You’ve worked hard, saved, raised a family and did everything you’re supposed to do.

Learn more
<em>The</em><br/>New Retiree

The
New Retiree

Retirement has arrived and you’re enjoying your newfound freedom. No schedules, no routine – it’s Life 2.0.

Learn more
<em>The</em><br/>Seasoned Retiree

The
Seasoned Retiree

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

Learn more
<em>The</em><br/>Survivor

The
Survivor

Now it’s just you. You’re feeling overwhelmed. You feel pressure to make decisions and have questions about what you should do next.

Learn more
nobutton

nobutton

nobutton

nobutton

Get the Conversation Started

Contact Us

Related Blog Posts

Figuring Out a 401(k) Strategy That Works for You<br/>

Figuring Out a 401(k) Strategy That Works for You

One of the most challenging aspects of investing involves matching your tolerance for risk with your investment objectives.

Read More
Facing Down the Fear of Running Out of Money<br/>

Facing Down the Fear of Running Out of Money

Continue reading for seven ways you could run out of money in retirement – and ways to help plan for them.

Rearn More
Re-fired Not Retired: Making The Best of the Rest of Your Life

Re-fired Not Retired: Making The Best of the Rest of Your Life

Read on for few ways to make your retirement as exciting as you want it to be.

Read More