Custom Advice

At Friedland Financial we provide strategic financial advice based on your goals, your preferences, and your needs. Since every client's situation is different, our recommendations are tailored to meet your needs, not ours.

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Honest Pricing

Everything we do is essentially priced the same way. We define your project and then estimate the amount of time it will take for us to complete the project. No project is too small, and so far, no project has been too large.

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Retirement Plan for Employers

There are two kinds of employers. Those with a retirement plan and those who do not yet have a retirement plan. We work with both types of employers. We can help you design the plan that best meets your objectives. We will oversee obtaining bids from service providers, and then help you implement, maintain, and monitor that plan.

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Services for Plan Trustees

If you are an employer who offers a Qualified Retirement Plan, you are likely to be the Trustee for that Plan. Plan Trustees are obligated by law to undertake a number of safeguards on behalf of plan participants. We are an Accredited Investment Fiducary® and are thus fully qualified to take on a fiduciary responsibility that helps you comply with your legal responsibilities.

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