Our Services

Freedman Financial Planning specializes in providing as-needed financial planning and advice on an hourly basis 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
• Objective insurance reviews
• Buying a primary or second home
• Employee retirement savings plans
• Estate planning and wealth transfer strategies

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 State of California to prepare your Federal and California state tax returns.