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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.

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<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.

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<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.

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<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.

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<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.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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