Info

Friedman & Associates provide comprehensive financial planning services including portfolio development and investment management, retirement planning, estate planning, business continuation planning, and insurance planning. We provide answers to the complex financial questions that we all face: Will I be able to retire comfortably? How much should I save for retirement? College funds for the children? Are my financial affairs arranged in the best way possible? Am I getting the most out of my company benefits? Am I paying too much in income taxes? Will my heirs receive the bulk of my estate or will the government? Do I have the right amount of life insurance? Do I need disability insurance? Am I getting the most out of my investments? Do I know exactly how my investments are performing? Are they meeting my objectives? We provide these services on a fee basis. We believe that there are inherent biases in transaction-related compensation that are not in the client's best interest. We charge a flat fee (quoted before any work is undertaken) for the original Financial Planning services and a quarterly asset management fee based on the value of the Assets Under Management. Services included for the fee is complete quarterly account reports as well as ongoing investment management of assets in the account. At no time do we take possession of client funds nor exercise discretionary authority over the account. The client is always consulted before any investment changes are undertaken.