Our Services

Freedman Financial Planning specializes in providing as-needed financial planning and advice to individuals and families, regardless of their net worth, income, or investable assets. Clients have the flexibility to engage us on either a one-time or ongoing basis.

Topics on which we most commonly provide advice are:

• Investment design and selection
• Retirement preparation
• Retirement living
• Education funding strategies
• Tax planning
• Budgeting and cash flow
• Debt management
• Insurance needs analysis
• Buying a primary or second home
• Employee retirement savings plans
• Estate planning topics for you to discuss with a lawyer

We also provide financial seminars to teachers, churches, and civic groups.  Customized presentations will be developed on the topic of your choice.

Freedman Financial Planning is a Registered Tax Preparer with the IRS and the State of California to prepare your Federal and California state tax returns.