Smart, yet uncomplicated. At Freedman Financial, real financial planning means having honest conversations. These help us guide you towards capitalizing on your life’s work. Our mission is to deliver a financial plan tailored to your personal needs, guide you through life’s key financial conversations, and make sure you’re confident in our advice year after year.

Here’s how we do it…

* Organize: Help you structure and get your financial house in order.
* Objective Advice: Give independent financial advice in a language you can understand.
* Prudent Investments: Design tailored portfolios focused on low-cost, quality investments.
* Always Accountable: Stand by our advice, adapt when needed and always be there for you.
* Proactive: Anticipate constantly moving parts of your financial plan as best we can.
* Regular Communication: You can expect to hear from us. Regularly.
* Make it Personal: We believe the best relationships are built face-to-face.

Investment advice offered through Freedman Financial, a registered investment advisor and separate entity from LPL Financial.

Securities offered through LPL Financial, Member FINRA/SIPC