Who We Serve - Freedman Financial

1 / 5

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.

TheAccumulator

Accumulator

Learn More

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.

ThePre-Retiree

Pre-Retiree

Learn More

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

TheNew Retiree

New Retiree

Learn More

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

TheSeasoned Retiree

Seasoned Retiree

Learn More

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

TheSurvivor

Survivor

Learn More

Get the Conversation Started

Related Blog Posts

Retirement Planning, Video / November 14, 2017

Enjoy Retirement. Spend Money. Saving vs. Spending [VIDEO]

We often hear the phrase – “I was taught the importance of saving money – but no one ever taught me how to spend it.” Watch our video – Spend...

Just for Fun, Life Transition, Personal Finance, Personal Planning / December 27, 2017

10 Daily Rituals Most Millionaires Have In Common

As those who have joined the ultra-desirable millionaire club can undoubtedly attest to, earning and saving that much money takes time, commitment, discipline, and a careful focus on dollars and...

Charitable Giving / December 12, 2016

Double Your Impact with These Charitable Giving Strategies

Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition to giving wisely to nonprofit groups, it’s important to anticipate financial...